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 | $7,469 |
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 | $25,442 | $43,423-41.4% | $78,689-67.7% | $55,167-53.9% |
| Participation rate | 45.7% | 68.0%-22.4pp | 73.6%-27.9pp | 69.0%-23.3pp |
| Annual return | 11.98% | 11.53%+0.5pp | 62.18%-50.2pp | 169.23%-157.2pp |
| Employer contribution / active EE | $663 | $1,997-66.8% | $2,851-76.7% | $1,963-66.2% |
| Participant deferral / active EE | $1,905 | $2,509-24.1% | $3,517-45.8% | $3,054-37.6% |
| Admin fee / account holder | $82 | $416-80.3% | $4,510-98.2% | $504-83.7% |