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 | $425 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,170 | $84,936-62.1% | $111,297-71.1% | $79,386-59.5% |
| Participation rate | 68.5% | 75.9%-7.3pp | 77.3%-8.8pp | 70.7%-2.2pp |
| Annual return | 15.09% | 17.45%-2.4pp | 54.65%-39.6pp | 116.85%-101.8pp |
| Employer contribution / active EE | $1,086 | $1,979-45.1% | $2,731-60.2% | $2,427-55.3% |
| Participant deferral / active EE | $2,726 | $3,888-29.9% | $4,487-39.3% | $4,046-32.6% |
| Admin fee / account holder | $4 | $537-99.3% | $7,964-99.9% | $626-99.4% |