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 8-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 | $10,897 |
KEY ADVISORY LLC1 year Service code 16 · EIN 88-2019428 | Consulting | $9,659 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,658 | $93,571-53.3% | $135,903-67.9% | $75,163-41.9% |
| Participation rate | 99.0% | 75.2%+23.8pp | 81.9%+17.1pp | 67.2%+31.8pp |
| Annual return | 27.73% | 30.90%-3.2pp | 68.23%-40.5pp | 160.62%-132.9pp |
| Employer contribution / active EE | $2,902 | $3,537-17.9% | $4,856-40.2% | $2,670+8.7% |
| Participant deferral / active EE | $7,392 | $6,404+15.4% | $7,758-4.7% | $4,125+79.2% |
| Admin fee / account holder | $159 | $6,975-97.7% | $10,762-98.5% | $5,651-97.2% |