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 | $7,269 |
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 | $22,419 | $39,245-42.9% | $64,105-65.0% | $52,331-57.2% |
| Participation rate | 76.7% | 58.2%+18.5pp | 68.2%+8.5pp | 68.1%+8.6pp |
| Annual return | 13.33% | 14.79%-1.5pp | 791.24%-777.9pp | 4.54%+8.8pp |
| Employer contribution / active EE | $519 | $736-29.5% | $1,820-71.5% | $1,882-72.4% |
| Participant deferral / active EE | $2,466 | $1,992+23.8% | $2,822-12.6% | $3,022-18.4% |
| Admin fee / account holder | $63 | $592-89.4% | $4,499-98.6% | $592-89.4% |