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 7-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 | $16,378 |
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 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 | $59,993 | $80,005-25.0% | $140,016-57.2% | $55,725+7.7% |
| Participation rate | 91.5% | 87.0%+4.5pp | 87.5%+4.0pp | 70.9%+20.6pp |
| Annual return | 0.00% | 0.46%-0.5pp | 651.12%-651.1pp | 244.93%-244.9pp |
| Employer contribution / active EE | $4,066 | $3,403+19.5% | $5,606-27.5% | $2,078+95.6% |
| Participant deferral / active EE | $9,961 | $5,264+89.2% | $6,927+43.8% | $3,356+196.9% |
| Admin fee / account holder | $52 | $116-55.1% | $10,705-99.5% | $115-54.9% |