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 | $30,944 |
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 | $24,647 | $54,320-54.6% | $67,652-63.6% | $52,331-52.9% |
| Participation rate | 70.5% | 73.6%-3.1pp | 75.7%-5.2pp | 68.1%+2.3pp |
| Annual return | -0.34% | 6.81%-7.2pp | 6625.04%-6625.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $758 | $1,544-50.9% | $2,266-66.6% | $1,882-59.7% |
| Participant deferral / active EE | $1,796 | $2,950-39.1% | $3,560-49.6% | $3,022-40.6% |
| Admin fee / account holder | $4 | $527-99.2% | $4,821-99.9% | $592-99.3% |