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 | $6,667 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $10,984 | $37,591-70.8% | $90,645-87.9% | $55,725-80.3% |
| Participation rate | 92.5% | 66.4%+26.1pp | 74.0%+18.5pp | 70.9%+21.6pp |
| Annual return | -4.80% | -3.20%-1.6pp | 1.88%-6.7pp | 244.93%-249.7pp |
| Employer contribution / active EE | $0 | $1,302-100.0% | $2,532-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,584 | $2,643+111.3% | $3,425+63.1% | $3,356+66.4% |
| Admin fee / account holder | $19 | $100-81.1% | $4,994-99.6% | $115-83.6% |