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 |
|---|---|---|
SQUARMILNER2 years Service code 10 · EIN 33-0835986 | Accounting | $5,720 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,611 |
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 | $26,467 | $57,354-53.9% | $83,848-68.4% | $64,186-58.8% |
| Participation rate | 86.9% | 68.6%+18.3pp | 76.1%+10.7pp | 69.6%+17.3pp |
| Annual return | -5.00% | 11.38%-16.4pp | 850.88%-855.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $422 | $2,545-83.4% | $3,631-88.4% | $2,381-82.3% |
| Participant deferral / active EE | $2,033 | $2,993-32.1% | $4,082-50.2% | $3,470-41.4% |
| Admin fee / account holder | $147 | $4,046-96.4% | $5,478-97.3% | $4,888-97.0% |