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 | $3,042 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,099 | $91,538-59.5% | $129,995-71.5% | $75,163-50.6% |
| Participation rate | 77.0% | 71.4%+5.6pp | 78.5%-1.5pp | 67.2%+9.8pp |
| Annual return | 14.19% | -631.11%+645.3pp | -137.18%+151.4pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,293 | $2,845-54.6% | $4,320-70.1% | $2,670-51.6% |
| Participant deferral / active EE | $3,675 | $4,341-15.3% | $5,820-36.8% | $4,125-10.9% |
| Admin fee / account holder | $30 | $6,790-99.6% | $10,614-99.7% | $5,651-99.5% |