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 13 · EIN 42-0127290 | Contract Administrator | $27,719 |
Service code 49 · EIN 41-0973005 | Other Services | $10,541 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,913 | $50,815-58.8% | $155,509-86.6% | $77,643-73.1% |
| Participation rate | 37.5% | 63.1%-25.6pp | 78.2%-40.6pp | 70.6%-33.0pp |
| Annual return | 15.95% | 34.80%-18.9pp | 64.67%-48.7pp | 31.24%-15.3pp |
| Employer contribution / active EE | $587 | $1,993-70.5% | $4,672-87.4% | $2,726-78.5% |
| Participant deferral / active EE | $1,437 | $2,822-49.1% | $5,626-74.5% | $4,647-69.1% |
| Admin fee / account holder | $156 | $437-64.3% | $15,912-99.0% | $430-63.8% |