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 | $10,888 |
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 | $16,972 | $64,707-73.8% | $112,228-84.9% | $68,494-75.2% |
| Participation rate | 75.6% | 67.2%+8.4pp | 75.1%+0.5pp | 67.9%+7.7pp |
| Annual return | -16.94% | -11.40%-5.5pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $7,698 | $2,746+180.3% | $3,635+111.8% | $2,596+196.5% |
| Participant deferral / active EE | $644 | $3,565-81.9% | $4,728-86.4% | $4,027-84.0% |
| Admin fee / account holder | $58 | $5,232-98.9% | $6,410-99.1% | $5,403-98.9% |