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 8-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 | $642 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,601 | $69,477-37.2% | $94,646-53.9% | $71,457-39.0% |
| Participation rate | 98.1% | 78.4%+19.6pp | 80.8%+17.2pp | 67.9%+30.2pp |
| Annual return | 35.27% | 29.66%+5.6pp | 156.71%-121.4pp | 28.85%+6.4pp |
| Employer contribution / active EE | $7,718 | $2,853+170.5% | $3,672+110.2% | $2,588+198.3% |
| Participant deferral / active EE | $16,939 | $7,345+130.6% | $7,418+128.3% | $4,289+295.0% |
| Admin fee / account holder | $7 | $1,210-99.4% | $7,231-99.9% | $1,587-99.5% |