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 | $462 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,143 | $79,171-59.4% | $102,423-68.6% | $74,495-56.9% |
| Participation rate | 81.7% | 74.8%+6.9pp | 76.5%+5.3pp | 67.2%+14.5pp |
| Annual return | 14.33% | 54.93%-40.6pp | 29.32%-15.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $458 | $2,362-80.6% | $3,023-84.9% | $2,623-82.5% |
| Participant deferral / active EE | $5,691 | $4,415+28.9% | $5,053+12.6% | $4,346+31.0% |
| Admin fee / account holder | $13 | $2,001-99.4% | $9,451-99.9% | $1,942-99.4% |