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 9-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 | $650 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $49,633 | $98,750-49.7% | $149,696-66.8% | $79,858-37.8% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.5%+2.3pp | 69.6%+15.1pp |
| Annual return | 45.70% | 27.43%+18.3pp | 276.60%-230.9pp | 31.71%+14.0pp |
| Employer contribution / active EE | $3,501 | $3,216+8.8% | $4,644-24.6% | $2,471+41.7% |
| Participant deferral / active EE | $10,492 | $5,680+84.7% | $6,842+53.4% | $3,740+180.5% |
| Admin fee / account holder | $6 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |