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 9-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 | $15,610 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,346 | $101,317-27.6% | $146,958-50.1% | $74,495-1.5% |
| Participation rate | 93.2% | 75.5%+17.6pp | 82.2%+11.0pp | 67.2%+26.0pp |
| Annual return | 33.80% | 8730.91%-8697.1pp | 418.34%-384.5pp | 1364.94%-1331.1pp |
| Employer contribution / active EE | $10,053 | $3,810+163.8% | $4,933+103.8% | $2,623+283.3% |
| Participant deferral / active EE | $18,766 | $7,303+157.0% | $8,070+132.5% | $4,346+331.8% |
| Admin fee / account holder | $110 | $1,739-93.7% | $12,998-99.2% | $1,942-94.4% |