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 5-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 | $9,050 |
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,444 | $58,264-94.1% | $86,612-96.0% | $71,457-95.2% |
| Participation rate | 87.1% | 65.0%+22.1pp | 71.7%+15.4pp | 67.9%+19.1pp |
| Annual return | -29.86% | 21.63%-51.5pp | 591.07%-620.9pp | 28.85%-58.7pp |
| Employer contribution / active EE | $1,357 | $2,574-47.3% | $3,022-55.1% | $2,588-47.6% |
| Participant deferral / active EE | $961 | $3,436-72.0% | $4,438-78.3% | $4,289-77.6% |
| Admin fee / account holder | $41 | $1,057-96.1% | $5,614-99.3% | $1,587-97.4% |