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 | $12,150 |
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 | $45,526 | $101,499-55.1% | $147,005-69.0% | $74,546-38.9% |
| Participation rate | 97.9% | 75.5%+22.4pp | 82.2%+15.8pp | 67.2%+30.7pp |
| Annual return | 40.75% | 8732.34%-8691.6pp | 418.76%-378.0pp | 1366.03%-1325.3pp |
| Employer contribution / active EE | $6,155 | $3,811+61.5% | $4,934+24.7% | $2,624+134.5% |
| Participant deferral / active EE | $12,191 | $7,304+66.9% | $8,070+51.1% | $4,347+180.4% |
| Admin fee / account holder | $71 | $1,748-95.9% | $13,006-99.5% | $1,944-96.3% |