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 | $33,340 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $8,299 |
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 | $35,428 | $68,719-48.4% | $91,541-61.3% | $84,808-58.2% |
| Participation rate | 76.7% | 64.5%+12.2pp | 69.8%+7.0pp | 68.3%+8.4pp |
| Annual return | 29.81% | 19.12%+10.7pp | 20.50%+9.3pp | 40.90%-11.1pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,477 | $3,136+170.3% | $4,008+111.5% | $4,212+101.3% |
| Admin fee / account holder | $258 | $5,786-95.5% | $6,956-96.3% | $7,344-96.5% |