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 | $24,618 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,851 | $47,126-32.4% | $149,673-78.7% | $74,419-57.2% |
| Participation rate | 89.4% | 63.4%+26.0pp | 78.8%+10.6pp | 70.7%+18.6pp |
| Annual return | 14.91% | 22.75%-7.8pp | 134.42%-119.5pp | 34.38%-19.5pp |
| Employer contribution / active EE | $414 | $1,905-78.3% | $4,818-91.4% | $2,637-84.3% |
| Participant deferral / active EE | $4,067 | $2,728+49.1% | $5,680-28.4% | $4,528-10.2% |
| Admin fee / account holder | $27 | $343-92.1% | $13,210-99.8% | $348-92.2% |