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 10-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 | $1,056 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,495 | $63,905-82.0% | $74,183-84.5% | $57,658-80.1% |
| Participation rate | 93.4% | 79.8%+13.6pp | 76.6%+16.8pp | 70.2%+23.2pp |
| Annual return | 22.82% | 60.60%-37.8pp | 17.74%+5.1pp | 5.13%+17.7pp |
| Employer contribution / active EE | $1,433 | $1,840-22.2% | $2,370-39.6% | $1,974-27.4% |
| Participant deferral / active EE | $4,210 | $3,448+22.1% | $3,550+18.6% | $3,061+37.6% |
| Admin fee / account holder | $2 | $91-98.1% | $5,586-100.0% | $95-98.1% |