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 8-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 | $27,964 |
Service code 27 · EIN 83-2499358 | Advisory (Plan) | $11,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,440 | $84,936-32.4% | $111,297-48.4% | $79,386-27.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 77.3%-27.3pp | 70.7%-20.7pp |
| Annual return | 19.61% | 17.45%+2.2pp | 54.65%-35.0pp | 116.85%-97.2pp |
| Employer contribution / active EE | $1,135 | $1,979-42.6% | $2,731-58.4% | $2,427-53.2% |
| Participant deferral / active EE | $3,567 | $3,888-8.3% | $4,487-20.5% | $4,046-11.8% |
| Admin fee / account holder | $476 | $537-11.4% | $7,964-94.0% | $626-24.1% |