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 | $45,312-6.5% | $86,233-50.9% | $67,986-37.7% |
| Participation rate | 88.1% | 42.4%+45.7pp | 69.0%+19.1pp | 57.2%+30.9pp |
| Annual return | 18.82% | 24.79%-6.0pp | 61.39%-42.6pp | 31.67%-12.8pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $5,798 | $2,185+165.4% | $4,559+27.2% | $3,358+72.7% |
| Admin fee / account holder | $132 | $3,295-96.0% | $8,342-98.4% | $3,203-95.9% |