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 | $213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $44,690 | $50,637-11.7% | $86,590-48.4% | $62,292-28.3% |
| Participation rate | 29.8% | 67.9%-38.1pp | 73.5%-43.7pp | 69.5%-39.7pp |
| Annual return | 13.44% | 20.80%-7.4pp | 964.84%-951.4pp | 28.90%-15.5pp |
| Employer contribution / active EE | $425 | $2,075-79.5% | $2,839-85.0% | $2,042-79.2% |
| Participant deferral / active EE | $965 | $2,611-63.1% | $3,609-73.3% | $3,169-69.6% |
| Admin fee / account holder | $3 | $413-99.2% | $4,906-99.9% | $479-99.3% |