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 | $15,671 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,323 |
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 | $31,939 | $69,362-54.0% | $101,248-68.5% | $73,488-56.5% |
| Participation rate | 71.2% | 68.4%+2.8pp | 75.8%-4.6pp | 70.7%+0.6pp |
| Annual return | 13.97% | 18.46%-4.5pp | 46.47%-32.5pp | 28.51%-14.5pp |
| Employer contribution / active EE | $640 | $2,628-75.6% | $3,660-82.5% | $2,270-71.8% |
| Participant deferral / active EE | $2,281 | $3,300-30.9% | $4,370-47.8% | $3,740-39.0% |
| Admin fee / account holder | $167 | $704-76.3% | $5,945-97.2% | $513-67.5% |