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 | $500 |
Participant contribution per participant 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,201 | $66,302-74.1% | $110,238-84.4% | $56,287-69.4% |
| Participation rate | 87.9% | 74.9%+12.9pp | 79.8%+8.0pp | 69.9%+18.0pp |
| Annual return | -4.96% | -1.18%-3.8pp | 314.74%-319.7pp | -9.96%+5.0pp |
| Employer contribution / active EE | $707 | $2,047-65.5% | $3,826-81.5% | $2,111-66.5% |
| Participant deferral / active EE | $1,396 | $3,381-58.7% | $4,672-70.1% | $3,350-58.3% |
| Admin fee / account holder | $4 | $698-99.5% | $8,547-100.0% | $521-99.3% |