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 | $1,024 |
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 | $50,360 | $122,239-58.8% | $184,200-72.7% | $74,546-32.4% |
| Participation rate | 88.0% | 85.5%+2.5pp | 86.8%+1.1pp | 67.2%+20.7pp |
| Annual return | 36.24% | 19.95%+16.3pp | 28.80%+7.4pp | 1366.03%-1329.8pp |
| Employer contribution / active EE | $4,682 | $4,537+3.2% | $6,424-27.1% | $2,624+78.4% |
| Participant deferral / active EE | $6,612 | $7,139-7.4% | $9,132-27.6% | $4,347+52.1% |
| Admin fee / account holder | $5 | $1,260-99.6% | $13,907-100.0% | $1,944-99.7% |