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 55 · EIN 38-2722519 | Other Commissions | $20,785 |
Service code 37 · EIN 04-2647786 | Loan Processing | $263 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,298 | $84,487-31.0% | $125,339-53.5% | $66,914-12.9% |
| Participation rate | 94.1% | 76.4%+17.7pp | 82.4%+11.7pp | 69.8%+24.3pp |
| Annual return | -13.86% | -8.39%-5.5pp | 572.05%-585.9pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,566 | $3,553-55.9% | $4,814-67.5% | $2,544-38.5% |
| Participant deferral / active EE | $7,837 | $6,781+15.6% | $7,446+5.3% | $4,237+85.0% |
| Admin fee / account holder | $2 | $685-99.7% | $10,010-100.0% | $593-99.6% |