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 7-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 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $11,459 |
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 | $20,357 | $78,485-74.1% | $106,213-80.8% | $74,495-72.7% |
| Participation rate | 99.0% | 72.8%+26.2pp | 75.3%+23.7pp | 67.2%+31.8pp |
| Annual return | 11.26% | 15.95%-4.7pp | 116.14%-104.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $2,008 | $2,523-20.4% | $3,171-36.7% | $2,623-23.4% |
| Participant deferral / active EE | $3,371 | $4,322-22.0% | $5,016-32.8% | $4,346-22.4% |
| Admin fee / account holder | $50 | $2,232-97.8% | $11,033-99.5% | $1,942-97.4% |