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 | $225 |
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 | $30,567 | $46,360-34.1% | $147,614-79.3% | $52,331-41.6% |
| Participation rate | 70.2% | 64.9%+5.2pp | 84.6%-14.5pp | 68.1%+2.1pp |
| Annual return | 1.09% | 1.62%-0.5pp | 61.98%-60.9pp | 4.54%-3.5pp |
| Employer contribution / active EE | $542 | $2,126-74.5% | $5,564-90.3% | $1,882-71.2% |
| Participant deferral / active EE | $7,717 | $2,258+241.8% | $4,895+57.6% | $3,022+155.3% |
| Admin fee / account holder | $2 | $766-99.7% | $11,611-100.0% | $592-99.7% |