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 | $8,201 |
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 | $23,973 | $59,159-59.5% | $159,960-85.0% | $66,914-64.2% |
| Participation rate | 88.3% | 68.1%+20.2pp | 78.0%+10.3pp | 69.8%+18.5pp |
| Annual return | -6.41% | -12.26%+5.8pp | 408.60%-415.0pp | 1.58%-8.0pp |
| Employer contribution / active EE | $2,403 | $1,983+21.2% | $4,226-43.1% | $2,544-5.5% |
| Participant deferral / active EE | $11,372 | $4,395+158.8% | $6,182+83.9% | $4,237+168.4% |
| Admin fee / account holder | $35 | $591-94.1% | $8,698-99.6% | $593-94.1% |