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 35-0145825 | Loan Processing | $33,579 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,711 | $55,453-46.4% | $170,442-82.6% | $62,292-52.3% |
| Participation rate | 77.5% | 66.4%+11.2pp | 83.6%-6.1pp | 69.5%+8.0pp |
| Annual return | 16.27% | 21.38%-5.1pp | 205.93%-189.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,309 | $2,164-39.5% | $5,433-75.9% | $2,042-35.9% |
| Participant deferral / active EE | $1,956 | $2,303-15.1% | $4,939-60.4% | $3,169-38.3% |
| Admin fee / account holder | $4 | $455-99.1% | $13,880-100.0% | $479-99.1% |