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 9-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 | $7,740 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 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 | $29,502 | $56,629-47.9% | $77,999-62.2% | $55,167-46.5% |
| Participation rate | 83.1% | 73.3%+9.7pp | 75.5%+7.5pp | 69.0%+14.1pp |
| Annual return | 9.01% | 2866.98%-2858.0pp | 425.96%-417.0pp | 169.23%-160.2pp |
| Employer contribution / active EE | $2,087 | $1,723+21.2% | $2,470-15.5% | $1,963+6.4% |
| Participant deferral / active EE | $3,476 | $2,777+25.2% | $3,497-0.6% | $3,054+13.8% |
| Admin fee / account holder | $55 | $467-88.2% | $5,480-99.0% | $504-89.1% |