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 | $3,543 |
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 | $59,748 | $54,320+10.0% | $67,652-11.7% | $52,331+14.2% |
| Participation rate | 75.9% | 73.6%+2.3pp | 75.7%+0.3pp | 68.1%+7.8pp |
| Annual return | 0.06% | 6.81%-6.7pp | 6625.04%-6625.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,253 | $1,544-18.8% | $2,266-44.7% | $1,882-33.4% |
| Participant deferral / active EE | $2,622 | $2,950-11.1% | $3,560-26.3% | $3,022-13.2% |
| Admin fee / account holder | $32 | $527-93.9% | $4,821-99.3% | $592-94.6% |