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 | $13,598 |
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 | $5,015 | $60,323-91.7% | $81,812-93.9% | $74,495-93.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.59% | 16.90%+3.7pp | 773.79%-753.2pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $997 | $2,620-62.0% | $2,912-65.8% | $2,623-62.0% |
| Participant deferral / active EE | $1,208 | $3,387-64.3% | $4,319-72.0% | $4,346-72.2% |
| Admin fee / account holder | $89 | $1,486-94.0% | $7,386-98.8% | $1,942-95.4% |