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 | $33,599 |
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).
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 | $7,976 | $46,966-83.0% | $185,117-95.7% | $69,631-88.5% |
| Participation rate | 90.0% | 65.3%+24.7pp | 77.3%+12.7pp | 70.7%+19.3pp |
| Annual return | 57.26% | 22.36%+34.9pp | 40.50%+16.8pp | 27571.02%-27513.8pp |
| Employer contribution / active EE | $819 | $1,360-39.8% | $4,182-80.4% | $2,032-59.7% |
| Participant deferral / active EE | $2,627 | $3,017-12.9% | $5,045-47.9% | $3,224-18.5% |
| Admin fee / account holder | $54 | $94-42.7% | $8,159-99.3% | $110-51.3% |