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 8-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 | $13,287 |
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 | $42,367 | $48,750-13.1% | $88,946-52.4% | $74,304-43.0% |
| Participation rate | 88.1% | 44.5%+43.7pp | 68.8%+19.3pp | 60.3%+27.8pp |
| Annual return | 18.82% | 25.91%-7.1pp | 57.82%-39.0pp | 29.43%-10.6pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,798 | $2,423+139.3% | $4,581+26.5% | $3,767+53.9% |
| Admin fee / account holder | $132 | $3,756-96.5% | $8,261-98.4% | $2,969-95.6% |