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 9-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 | $13,944 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,067 | $54,705-39.6% | $71,209-53.6% | $84,808-61.0% |
| Participation rate | 87.1% | 64.1%+23.0pp | 73.8%+13.3pp | 68.3%+18.8pp |
| Annual return | 13.72% | 35.90%-22.2pp | 282.51%-268.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,894 | $2,158-12.2% | $2,721-30.4% | $2,631-28.0% |
| Participant deferral / active EE | $4,261 | $3,030+40.6% | $4,175+2.1% | $4,212+1.2% |
| Admin fee / account holder | $135 | $4,863-97.2% | $5,349-97.5% | $7,344-98.2% |