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 | $14,038 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,936 | $44,734-62.1% | $99,443-83.0% | $67,579-74.9% |
| Participation rate | 92.6% | 66.2%+26.5pp | 73.8%+18.8pp | 71.3%+21.3pp |
| Annual return | 40.50% | 32.45%+8.1pp | 30.72%+9.8pp | 378.56%-338.1pp |
| Employer contribution / active EE | $122 | $1,261-90.3% | $2,540-95.2% | $2,148-94.3% |
| Participant deferral / active EE | $6,330 | $2,731+131.8% | $3,619+74.9% | $3,539+78.9% |
| Admin fee / account holder | $36 | $120-69.7% | $6,250-99.4% | $142-74.5% |