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 8-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 | $5,790 |
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 | $31,957 | $82,202-61.1% | $125,339-74.5% | $64,808-50.7% |
| Participation rate | 94.0% | 77.9%+16.1pp | 82.4%+11.6pp | 71.5%+22.6pp |
| Annual return | 11.19% | 3.48%+7.7pp | 572.05%-560.9pp | 32.82%-21.6pp |
| Employer contribution / active EE | $6,927 | $3,615+91.6% | $4,814+43.9% | $2,506+176.4% |
| Participant deferral / active EE | $12,320 | $7,175+71.7% | $7,446+65.5% | $4,310+185.8% |
| Admin fee / account holder | $15 | $163-91.1% | $10,010-99.9% | $188-92.2% |