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 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $5,270 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,831 | $44,960-87.0% | $84,966-93.1% | $74,495-92.2% |
| Participation rate | 90.8% | 49.4%+41.4pp | 67.5%+23.3pp | 67.2%+23.6pp |
| Annual return | 13.89% | 26.24%-12.4pp | 66.38%-52.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,125 | $1,457-22.8% | $2,727-58.8% | $2,623-57.1% |
| Participant deferral / active EE | $1,817 | $2,731-33.5% | $4,519-59.8% | $4,346-58.2% |
| Admin fee / account holder | $30 | $2,209-98.6% | $6,149-99.5% | $1,942-98.5% |