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 | $20,126 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,261 | $64,909-1.0% | $82,313-21.9% | $62,292+3.2% |
| Participation rate | 86.7% | 74.9%+11.8pp | 76.9%+9.8pp | 69.5%+17.2pp |
| Annual return | 13.39% | 21.18%-7.8pp | 25.88%-12.5pp | 28.90%-15.5pp |
| Employer contribution / active EE | $1,490 | $1,676-11.1% | $2,428-38.6% | $2,042-27.0% |
| Participant deferral / active EE | $2,696 | $3,103-13.1% | $3,706-27.3% | $3,169-14.9% |
| Admin fee / account holder | $164 | $440-62.7% | $5,608-97.1% | $479-65.8% |