Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,067 | $51,638-36.0% | $68,368-51.6% | $82,448-59.9% |
| Participation rate | 87.1% | 63.6%+23.5pp | 73.8%+13.3pp | 68.1%+19.0pp |
| Annual return | 13.72% | 37.53%-23.8pp | 292.57%-278.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,894 | $2,047-7.5% | $2,649-28.5% | $2,551-25.8% |
| Participant deferral / active EE | $4,261 | $2,914+46.3% | $4,123+3.4% | $4,139+3.0% |
| Admin fee / account holder | $135 | $4,643-97.1% | $5,150-97.4% | $7,234-98.1% |