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 9-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 | $12,399 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,744 | $55,472-93.3% | $155,567-97.6% | $74,546-95.0% |
| Participation rate | 77.0% | 61.9%+15.1pp | 78.2%-1.2pp | 67.2%+9.8pp |
| Annual return | 51.26% | 268.72%-217.5pp | 64.74%-13.5pp | 1366.03%-1314.8pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,474 | $2,838-48.0% | $5,628-73.8% | $4,347-66.1% |
| Admin fee / account holder | $83 | $1,743-95.2% | $15,916-99.5% | $1,944-95.7% |