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 |
|---|---|---|
SQUARMILNER1 year Service code 10 · EIN 33-0835986 | Accounting | $7,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,591 |
Employer contribution per participant 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 | $27,453 | $63,346-56.7% | $92,233-70.2% | $70,131-60.9% |
| Participation rate | 91.1% | 68.7%+22.5pp | 76.5%+14.7pp | 69.5%+21.6pp |
| Annual return | 16.18% | 530.12%-513.9pp | 176.28%-160.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $352 | $2,471-85.7% | $3,679-90.4% | $2,342-85.0% |
| Participant deferral / active EE | $1,760 | $2,854-38.3% | $3,897-54.8% | $3,332-47.2% |
| Admin fee / account holder | $129 | $3,840-96.6% | $5,194-97.5% | $4,645-97.2% |