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 41-0417830 | Contract Administrator | $12,490 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,255 | $78,672-79.3% | $109,143-85.1% | $85,850-81.1% |
| Participation rate | 86.4% | 68.3%+18.1pp | 75.9%+10.5pp | 69.3%+17.0pp |
| Annual return | 14.84% | 25.09%-10.2pp | 25.75%-10.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $15,562 | $2,735+469.0% | $3,722+318.1% | $2,565+506.7% |
| Participant deferral / active EE | $658 | $3,467-81.0% | $4,653-85.9% | $3,952-83.3% |
| Admin fee / account holder | $59 | $5,469-98.9% | $6,752-99.1% | $6,260-99.1% |