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 10-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 | $956 |
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 | $33,478 | $80,753-58.5% | $136,294-75.4% | $62,292-46.3% |
| Participation rate | 95.3% | 73.5%+21.8pp | 81.9%+13.4pp | 69.5%+25.8pp |
| Annual return | 18.33% | 35.83%-17.5pp | 5155.94%-5137.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,574 | $2,884-45.4% | $4,695-66.5% | $2,042-22.9% |
| Participant deferral / active EE | $5,308 | $5,164+2.8% | $6,247-15.0% | $3,169+67.5% |
| Admin fee / account holder | $5 | $525-99.1% | $9,243-99.9% | $479-99.0% |