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 | $33,146 |
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).
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 | $18,243 | $55,441-67.1% | $76,002-76.0% | $77,671-76.5% |
| Participation rate | 77.8% | 63.6%+14.2pp | 69.1%+8.7pp | 70.6%+7.2pp |
| Annual return | 39.58% | 17.08%+22.5pp | 360.07%-320.5pp | 31.21%+8.4pp |
| Employer contribution / active EE | $0 | $1,789-100.0% | $2,688-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,398 | $3,451-1.5% | $4,257-20.2% | $4,648-26.9% |
| Admin fee / account holder | $76 | $407-81.3% | $6,414-98.8% | $430-82.3% |