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 | $391 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,794 | $80,753-35.9% | $136,294-62.0% | $62,292-16.9% |
| Participation rate | 53.6% | 73.5%-20.0pp | 81.9%-28.3pp | 69.5%-15.9pp |
| Annual return | 19.24% | 35.83%-16.6pp | 5155.94%-5136.7pp | 28.90%-9.7pp |
| Employer contribution / active EE | $1,199 | $2,884-58.4% | $4,695-74.5% | $2,042-41.3% |
| Participant deferral / active EE | $2,128 | $5,164-58.8% | $6,247-65.9% | $3,169-32.9% |
| Admin fee / account holder | $5 | $525-99.1% | $9,243-99.9% | $479-99.0% |