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 5-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 | $18,254 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,486 | $91,407-47.0% | $135,903-64.3% | $71,457-32.1% |
| Participation rate | 94.4% | 75.7%+18.7pp | 81.9%+12.5pp | 67.9%+26.5pp |
| Annual return | 41.97% | 29.90%+12.1pp | 68.23%-26.3pp | 28.85%+13.1pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $16,696 | $7,092+135.4% | $7,758+115.2% | $4,289+289.3% |
| Admin fee / account holder | $140 | $1,266-88.9% | $10,762-98.7% | $1,587-91.2% |