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 | $1,230 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,731 | $89,739-78.0% | $149,718-86.8% | $62,292-68.3% |
| Participation rate | 72.7% | 85.1%-12.4pp | 87.1%-14.3pp | 69.5%+3.2pp |
| Annual return | 47.36% | 21.01%+26.3pp | 1501.63%-1454.3pp | 28.90%+18.5pp |
| Employer contribution / active EE | $990 | $3,233-69.4% | $5,445-81.8% | $2,042-51.5% |
| Participant deferral / active EE | $5,501 | $4,797+14.7% | $6,569-16.3% | $3,169+73.6% |
| Admin fee / account holder | $8 | $551-98.5% | $11,283-99.9% | $479-98.3% |