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 | $5,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $23,297 | $47,848-51.3% | $81,478-71.4% | $70,131-66.8% |
| Participation rate | 63.0% | 58.3%+4.7pp | 68.0%-5.0pp | 69.5%-6.6pp |
| Annual return | 18.23% | 27.25%-9.0pp | 38.78%-20.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,047 | $2,453+105.8% | $3,537+42.7% | $3,332+51.5% |
| Admin fee / account holder | $35 | $3,145-98.9% | $4,561-99.2% | $4,645-99.3% |