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 47-4872674 8 W. 24TH STREET, 6TH FLOOR · NEW YORK, NY 10010 | Loan Processing | $8,827 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,192 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,234 | $84,487-79.6% | $125,339-86.3% | $66,914-74.2% |
| Participation rate | 83.7% | 76.4%+7.3pp | 82.4%+1.3pp | 69.8%+13.9pp |
| Annual return | 7.44% | -8.39%+15.8pp | 572.05%-564.6pp | 1.58%+5.9pp |
| Employer contribution / active EE | $2,868 | $3,553-19.3% | $4,814-40.4% | $2,544+12.7% |
| Participant deferral / active EE | $6,659 | $6,781-1.8% | $7,446-10.6% | $4,237+57.2% |
| Admin fee / account holder | $57 | $685-91.6% | $10,010-99.4% | $593-90.3% |