See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,203 | $39,245-28.1% | $64,105-56.0% | $52,331-46.1% |
| Participation rate | 65.1% | 58.2%+6.9pp | 68.2%-3.1pp | 68.1%-3.0pp |
| Annual return | 0.01% | 14.79%-14.8pp | 791.24%-791.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,255 | $736+206.3% | $1,820+23.9% | $1,882+19.8% |
| Participant deferral / active EE | $4,294 | $1,992+115.6% | $2,822+52.2% | $3,022+42.1% |
| Admin fee / account holder | $4 | $592-99.3% | $4,499-99.9% | $592-99.3% |