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 42-0127290 | Contract Administrator | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,678 | $35,986-6.4% | $77,482-56.5% | $73,488-54.2% |
| Participation rate | 16.8% | 40.8%-24.0pp | 54.2%-37.4pp | 70.7%-53.9pp |
| Annual return | 12.25% | 19.26%-7.0pp | 54.79%-42.5pp | 28.51%-16.3pp |
| Employer contribution / active EE | $292 | $557-47.6% | $986-70.4% | $2,270-87.1% |
| Participant deferral / active EE | $438 | $1,198-63.4% | $1,861-76.4% | $3,740-88.3% |
| Admin fee / account holder | $151 | $466-67.7% | $2,858-94.7% | $513-70.6% |