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 | $2,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,166 | $53,127-82.7% | $86,590-89.4% | $70,131-86.9% |
| Participation rate | 57.8% | 65.3%-7.5pp | 73.5%-15.8pp | 69.5%-11.8pp |
| Annual return | 18.71% | 27.66%-8.9pp | 964.84%-946.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $583 | $2,068-71.8% | $2,839-79.5% | $2,342-75.1% |
| Participant deferral / active EE | $1,403 | $2,696-47.9% | $3,609-61.1% | $3,332-57.9% |
| Admin fee / account holder | $65 | $3,585-98.2% | $4,906-98.7% | $4,645-98.6% |