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 7-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 | $855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,458 | $44,642-36.3% | $91,220-68.8% | $66,914-57.5% |
| Participation rate | 27.2% | 64.9%-37.7pp | 73.2%-46.0pp | 69.8%-42.6pp |
| Annual return | -19.95% | -12.29%-7.7pp | 114.01%-134.0pp | 1.58%-21.5pp |
| Employer contribution / active EE | $1,063 | $1,706-37.7% | $2,850-62.7% | $2,544-58.2% |
| Participant deferral / active EE | $1,830 | $3,349-45.4% | $4,234-56.8% | $4,237-56.8% |
| Admin fee / account holder | $16 | $521-97.0% | $5,420-99.7% | $593-97.3% |