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 | $24,265 |
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 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 | $28,713 | $65,592-56.2% | $90,160-68.2% | $69,631-58.8% |
| Participation rate | 78.2% | 77.6%+0.5pp | 76.9%+1.3pp | 70.7%+7.5pp |
| Annual return | 78.64% | 57.10%+21.5pp | 34.88%+43.8pp | 27571.02%-27492.4pp |
| Employer contribution / active EE | $1,616 | $2,193-26.3% | $3,318-51.3% | $2,032-20.5% |
| Participant deferral / active EE | $3,940 | $5,257-25.1% | $5,288-25.5% | $3,224+22.2% |
| Admin fee / account holder | $32 | $86-62.6% | $5,943-99.5% | $110-71.0% |