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 | $6,053 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,425 | $31,388-47.7% | $73,545-77.7% | $62,292-73.6% |
| Participation rate | 73.5% | 39.9%+33.6pp | 54.9%+18.5pp | 69.5%+4.0pp |
| Annual return | 22.25% | 25.34%-3.1pp | -15.16%+37.4pp | 28.90%-6.6pp |
| Employer contribution / active EE | $1,232 | $498+147.4% | $1,219+1.1% | $2,042-39.7% |
| Participant deferral / active EE | $1,961 | $1,028+90.7% | $1,806+8.6% | $3,169-38.1% |
| Admin fee / account holder | $43 | $299-85.7% | $2,320-98.1% | $479-91.0% |