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 7-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 | -$1,704 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,912 | $101,317-35.9% | $146,958-55.8% | $74,495-12.9% |
| Participation rate | 91.0% | 75.5%+15.4pp | 82.2%+8.8pp | 67.2%+23.8pp |
| Annual return | 47.24% | 8730.91%-8683.7pp | 418.34%-371.1pp | 1364.94%-1317.7pp |
| Employer contribution / active EE | $1,745 | $3,810-54.2% | $4,933-64.6% | $2,623-33.5% |
| Participant deferral / active EE | $15,807 | $7,303+116.4% | $8,070+95.9% | $4,346+263.7% |
| Admin fee / account holder | -$6 | $1,739-100.4% | $12,998-100.0% | $1,942-100.3% |