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 6-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 | $24,587 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,690 | $73,360-52.7% | $177,989-80.5% | $74,495-53.4% |
| Participation rate | 89.9% | 66.6%+23.3pp | 77.1%+12.8pp | 67.2%+22.7pp |
| Annual return | 13.02% | 17.49%-4.5pp | 294.48%-281.5pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,162 | $2,216-47.6% | $3,949-70.6% | $2,623-55.7% |
| Participant deferral / active EE | $6,031 | $4,513+33.6% | $6,276-3.9% | $4,346+38.8% |
| Admin fee / account holder | $99 | $1,808-94.5% | $10,363-99.0% | $1,942-94.9% |