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 | $719 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,704 | $130,194-68.0% | $169,993-75.5% | $71,457-41.6% |
| Participation rate | 82.5% | 86.1%-3.7pp | 87.0%-4.5pp | 67.9%+14.6pp |
| Annual return | 34.34% | 20.37%+14.0pp | 53.37%-19.0pp | 28.85%+5.5pp |
| Employer contribution / active EE | $4,521 | $4,381+3.2% | $6,785-33.4% | $2,588+74.7% |
| Participant deferral / active EE | $16,008 | $6,923+131.2% | $10,408+53.8% | $4,289+273.2% |
| Admin fee / account holder | $4 | $966-99.6% | $12,815-100.0% | $1,587-99.7% |