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 | $19,236 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,616 |
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 | $28,682 | $56,423-49.2% | $77,163-62.8% | $71,457-59.9% |
| Participation rate | 78.1% | 64.3%+13.8pp | 69.6%+8.5pp | 67.9%+10.1pp |
| Annual return | 22.66% | 19.05%+3.6pp | 37.87%-15.2pp | 28.85%-6.2pp |
| Employer contribution / active EE | $734 | $1,866-60.6% | $2,535-71.0% | $2,588-71.6% |
| Participant deferral / active EE | $2,100 | $3,142-33.1% | $3,833-45.2% | $4,289-51.0% |
| Admin fee / account holder | $178 | $1,429-87.5% | $5,472-96.7% | $1,587-88.8% |