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 7-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 | $7,106 |
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 | $24,241 | $71,883-66.3% | $86,677-72.0% | $68,494-64.6% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -14.81% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,561 | $2,173-28.2% | $2,836-45.0% | $2,596-39.9% |
| Participant deferral / active EE | $3,249 | $3,779-14.0% | $4,656-30.2% | $4,027-19.3% |
| Admin fee / account holder | $228 | $6,112-96.3% | $7,493-97.0% | $5,403-95.8% |