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 5-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 | $31,574 |
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 | $35,332 | $87,125-59.4% | $108,410-67.4% | $86,799-59.3% |
| Participation rate | 72.8% | 80.5%-7.8pp | 80.1%-7.4pp | 72.3%+0.5pp |
| Annual return | 75.56% | 25.21%+50.3pp | 905.27%-829.7pp | 97.91%-22.3pp |
| Employer contribution / active EE | $863 | $2,477-65.2% | $3,558-75.7% | $2,405-64.1% |
| Participant deferral / active EE | $7,700 | $6,944+10.9% | $6,563+17.3% | $4,131+86.4% |
| Admin fee / account holder | $86 | $130-33.9% | $7,295-98.8% | $170-49.3% |