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 | $6,289 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,575 | $87,870-48.1% | $113,168-59.7% | $74,304-38.7% |
| Participation rate | 80.8% | 70.7%+10.1pp | 76.6%+4.3pp | 60.3%+20.5pp |
| Annual return | 20.45% | 26.44%-6.0pp | 24.27%-3.8pp | 29.43%-9.0pp |
| Employer contribution / active EE | $521 | $2,277-77.1% | $2,975-82.5% | $2,241-76.8% |
| Participant deferral / active EE | $5,778 | $4,241+36.2% | $5,107+13.1% | $3,767+53.4% |
| Admin fee / account holder | $67 | $3,368-98.0% | $12,068-99.4% | $2,969-97.7% |