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 | $18,257 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,775 | $104,475-27.5% | $159,436-52.5% | $79,386-4.5% |
| Participation rate | 75.8% | 76.6%-0.8pp | 82.8%-7.0pp | 70.7%+5.1pp |
| Annual return | 26.66% | 67.95%-41.3pp | 263.57%-236.9pp | 116.85%-90.2pp |
| Employer contribution / active EE | $3,353 | $3,417-1.9% | $4,829-30.6% | $2,427+38.1% |
| Participant deferral / active EE | $8,306 | $6,467+28.4% | $7,352+13.0% | $4,046+105.3% |
| Admin fee / account holder | $130 | $711-81.7% | $10,799-98.8% | $626-79.2% |