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 | $2,700 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,630 | $63,299-56.4% | $91,001-69.6% | $62,292-55.6% |
| Participation rate | 97.6% | 73.3%+24.3pp | 75.6%+22.0pp | 69.5%+28.1pp |
| Annual return | 18.04% | 20.99%-3.0pp | 4.60%+13.4pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,628 | $1,807-9.9% | $2,456-33.7% | $2,042-20.3% |
| Participant deferral / active EE | $1,184 | $2,943-59.8% | $3,547-66.6% | $3,169-62.6% |
| Admin fee / account holder | $18 | $468-96.0% | $5,417-99.7% | $479-96.1% |