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 | $12,270 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,850 | $52,953-73.8% | $172,739-92.0% | $65,185-78.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 14.04% | 30.12%-16.1pp | 802.84%-788.8pp | 29.38%-15.3pp |
| Employer contribution / active EE | $1,782 | $2,190-18.6% | $5,143-65.4% | $2,177-18.1% |
| Participant deferral / active EE | $1,043 | $2,471-57.8% | $5,198-79.9% | $3,514-70.3% |
| Admin fee / account holder | $64 | $472-86.5% | $13,954-99.5% | $847-92.5% |