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 | $838 |
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 | $106,655 | $70,002+52.4% | $115,037-7.3% | $52,331+103.8% |
| Participation rate | 76.7% | 72.1%+4.6pp | 81.4%-4.7pp | 68.1%+8.6pp |
| Annual return | -0.84% | 4.04%-4.9pp | 26.14%-27.0pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,592 | $2,715-41.4% | $4,608-65.5% | $1,882-15.4% |
| Participant deferral / active EE | $9,362 | $4,920+90.3% | $6,026+55.3% | $3,022+209.8% |
| Admin fee / account holder | $4 | $566-99.2% | $8,175-99.9% | $592-99.2% |