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 | $55,416-67.1% | $75,972-76.0% | $77,643-76.5% |
| Participation rate | 77.8% | 63.6%+14.3pp | 69.1%+8.8pp | 70.6%+7.3pp |
| Annual return | 39.58% | 17.07%+22.5pp | 359.55%-320.0pp | 31.24%+8.3pp |
| Employer contribution / active EE | $0 | $1,788-100.0% | $2,685-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,398 | $3,447-1.4% | $4,255-20.2% | $4,647-26.9% |
| Admin fee / account holder | $76 | $414-81.6% | $6,467-98.8% | $430-82.3% |