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 7-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 | $15,023 |
Service code 49 · EIN 41-1486060 | Other Services | $6,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,681 | $95,416-73.1% | $185,823-86.2% | $85,850-70.1% |
| Participation rate | 46.2% | 68.8%-22.5pp | 81.7%-35.5pp | 69.3%-23.1pp |
| Annual return | 51.00% | 23.59%+27.4pp | 122.05%-71.0pp | 318.53%-267.5pp |
| Employer contribution / active EE | $475 | $3,314-85.7% | $5,167-90.8% | $2,565-81.5% |
| Participant deferral / active EE | $2,948 | $3,423-13.9% | $5,568-47.1% | $3,952-25.4% |
| Admin fee / account holder | $235 | $7,213-96.7% | $16,237-98.5% | $6,260-96.2% |