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 | $41,308 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,579 | $42,810-80.0% | $169,463-94.9% | $55,725-84.6% |
| Participation rate | 91.1% | 64.7%+26.3pp | 77.8%+13.3pp | 70.9%+20.2pp |
| Annual return | -5.32% | -3.61%-1.7pp | 1.83%-7.2pp | 244.93%-250.3pp |
| Employer contribution / active EE | $988 | $1,402-29.5% | $4,159-76.2% | $2,078-52.4% |
| Participant deferral / active EE | $2,876 | $3,141-8.5% | $5,277-45.5% | $3,356-14.3% |
| Admin fee / account holder | $53 | $106-50.3% | $9,109-99.4% | $115-54.1% |