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 | $1,207 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,612 | $76,050-69.0% | $96,544-75.5% | $71,457-67.0% |
| Participation rate | 77.6% | 74.4%+3.2pp | 76.0%+1.7pp | 67.9%+9.7pp |
| Annual return | 35.75% | 22.81%+12.9pp | 25.84%+9.9pp | 28.85%+6.9pp |
| Employer contribution / active EE | $413 | $2,244-81.6% | $2,965-86.1% | $2,588-84.1% |
| Participant deferral / active EE | $4,750 | $4,215+12.7% | $4,851-2.1% | $4,289+10.8% |
| Admin fee / account holder | $14 | $2,707-99.5% | $8,252-99.8% | $1,587-99.1% |