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 | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $94,175 | $46,722+101.6% | $130,648-27.9% | $65,185+44.5% |
| Participation rate | 32.1% | 60.9%-28.8pp | 71.7%-39.6pp | 70.2%-38.1pp |
| Annual return | 24.48% | 24.17%+0.3pp | 1708.96%-1684.5pp | 29.38%-4.9pp |
| Employer contribution / active EE | $183 | $1,488-87.7% | $4,092-95.5% | $2,177-91.6% |
| Participant deferral / active EE | $1,545 | $2,545-39.3% | $3,603-57.1% | $3,514-56.0% |
| Admin fee / account holder | $3 | $453-99.4% | $5,464-99.9% | $847-99.7% |