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 | $1,465 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,043 | $76,050-51.3% | $96,544-61.6% | $71,457-48.2% |
| Participation rate | 83.4% | 74.4%+9.0pp | 76.0%+7.5pp | 67.9%+15.5pp |
| Annual return | 88.28% | 22.81%+65.5pp | 25.84%+62.4pp | 28.85%+59.4pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $11,493 | $4,215+172.6% | $4,851+136.9% | $4,289+168.0% |
| Admin fee / account holder | $7 | $2,707-99.7% | $8,252-99.9% | $1,587-99.6% |