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 12 · EIN 48-1205033 | Participant loan processing; Float re... | $5,560 |
Annual investment return 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 | $44,174 | $85,202-48.2% | $172,739-74.4% | $72,985-39.5% |
| Participation rate | 78.3% | 70.1%+8.2pp | 82.6%-4.4pp | 69.5%+8.8pp |
| Annual return | 6.57% | 27.32%-20.8pp | 802.84%-796.3pp | 81.00%-74.4pp |
| Employer contribution / active EE | $1,853 | $3,324-44.3% | $5,143-64.0% | $2,440-24.1% |
| Participant deferral / active EE | $3,539 | $3,260+8.6% | $5,198-31.9% | $3,607-1.9% |
| Admin fee / account holder | $42 | $5,884-99.3% | $13,954-99.7% | $5,124-99.2% |