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 | $2,425 |
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 | $60,591 | $60,165+0.7% | $74,183-18.3% | $55,167+9.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 76.6%+3.4pp | 69.0%+11.0pp |
| Annual return | 7.18% | 10.00%-2.8pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,291 | $1,600-19.3% | $2,370-45.5% | $1,963-34.2% |
| Participant deferral / active EE | $2,536 | $2,973-14.7% | $3,550-28.5% | $3,054-17.0% |
| Admin fee / account holder | $21 | $419-95.0% | $5,586-99.6% | $504-95.9% |