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 | $1,606 |
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 | $25,236 | $99,957-74.8% | $149,696-83.1% | $73,488-65.7% |
| Participation rate | 79.4% | 75.7%+3.7pp | 82.5%-3.1pp | 70.7%+8.7pp |
| Annual return | 51.19% | 53.87%-2.7pp | 276.60%-225.4pp | 28.51%+22.7pp |
| Employer contribution / active EE | $7 | $3,191-99.8% | $4,644-99.8% | $2,270-99.7% |
| Participant deferral / active EE | $10,803 | $6,073+77.9% | $6,842+57.9% | $3,740+188.9% |
| Admin fee / account holder | $12 | $551-97.9% | $9,309-99.9% | $513-97.7% |