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 | $1,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,182 | $66,310+13.4% | $93,606-19.7% | $65,185+15.3% |
| Participation rate | 54.7% | 74.0%-19.3pp | 75.8%-21.1pp | 70.2%-15.5pp |
| Annual return | 21.30% | 42.58%-21.3pp | 32.76%-11.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $2,279 | $2,012+13.3% | $2,718-16.2% | $2,177+4.7% |
| Participant deferral / active EE | $2,733 | $3,342-18.2% | $4,069-32.8% | $3,514-22.2% |
| Admin fee / account holder | $25 | $6,897-99.6% | $7,888-99.7% | $847-97.1% |