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 10 · EIN 51-0232399 1011 CENTRE RD., SUITE 310 · WILMINGTON, DE 19805 | Accounting | $6,750 |
CONSUELO T. BIASIS3 years Service code 10 · EIN 52-2482051 10 GREEN ST. · ROSLYN, NY 11576 | Accounting | $6,000 |
Filed as: SECURITY ADMINISTRATORS,INC. Service code 13 · EIN 16-9201645 906 SPENCER ST. · SYRACYSE, NY 13204 | Contract Administrator | $250 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,572 | $65,557-71.7% | $64,056-71.0% | $71,457-74.0% |
| Participation rate | 97.4% | 73.2%+24.2pp | 72.3%+25.1pp | 67.9%+29.5pp |
| Annual return | 17.56% | 18.94%-1.4pp | 33.69%-16.1pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,625 | $2,669-39.1% | $2,747-40.8% | $2,588-37.2% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $3,880-100.0% | $4,289-100.0% |
| Admin fee / account holder | $72 | $616-88.3% | $3,068-97.7% | $1,587-95.5% |