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 | $281 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,987 | $102,553-80.5% | $151,611-86.8% | $66,914-70.1% |
| Participation rate | 91.6% | 85.5%+6.1pp | 87.5%+4.1pp | 69.8%+21.8pp |
| Annual return | -2.86% | -10.82%+8.0pp | 3.33%-6.2pp | 1.58%-4.4pp |
| Employer contribution / active EE | $4,194 | $4,180+0.3% | $6,166-32.0% | $2,544+64.8% |
| Participant deferral / active EE | $12,859 | $6,641+93.6% | $8,363+53.8% | $4,237+203.5% |
| Admin fee / account holder | $1 | $630-99.8% | $11,616-100.0% | $593-99.8% |