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 5-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 | $6,062 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,851 | $60,323-87.0% | $81,812-90.4% | $74,495-89.5% |
| Participation rate | 86.9% | 62.9%+24.0pp | 72.3%+14.5pp | 67.2%+19.7pp |
| Annual return | 12.60% | 16.90%-4.3pp | 773.79%-761.2pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,459 | $3,387-27.4% | $4,319-43.1% | $4,346-43.4% |
| Admin fee / account holder | $42 | $1,486-97.2% | $7,386-99.4% | $1,942-97.8% |