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 4-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 | $2,227 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,162 | $84,784-75.0% | $98,439-78.5% | $74,419-71.6% |
| Participation rate | 84.8% | 81.5%+3.3pp | 75.2%+9.7pp | 70.7%+14.1pp |
| Annual return | 35.57% | 20.59%+15.0pp | 21.16%+14.4pp | 34.38%+1.2pp |
| Employer contribution / active EE | $251 | $3,364-92.5% | $3,048-91.8% | $2,637-90.5% |
| Participant deferral / active EE | $6,282 | $5,218+20.4% | $4,738+32.6% | $4,528+38.7% |
| Admin fee / account holder | $13 | $204-93.4% | $8,948-99.8% | $348-96.1% |