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 | $22,637 |
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 | $32,746 | $65,390-49.9% | $169,368-80.7% | $71,457-54.2% |
| Participation rate | 91.0% | 67.0%+24.0pp | 77.1%+13.8pp | 67.9%+23.0pp |
| Annual return | 19.65% | 21.31%-1.7pp | 405.60%-386.0pp | 28.85%-9.2pp |
| Employer contribution / active EE | $1,425 | $2,079-31.5% | $4,013-64.5% | $2,588-44.9% |
| Participant deferral / active EE | $6,609 | $4,367+51.3% | $6,221+6.2% | $4,289+54.1% |
| Admin fee / account holder | $107 | $1,324-91.9% | $9,003-98.8% | $1,587-93.3% |