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 41-0417830 | Contract Administrator | $3,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $26,804 | $126,090-78.7% | $105,738-74.7% | - |
| Participation rate | 64.6% | 58.5%+6.2pp | 76.3%-11.7pp | - |
| Annual return | -0.64% | -8.71%+8.1pp | 6.27%-6.9pp | - |
| Employer contribution / active EE | $1,403 | $1,076+30.3% | $3,268-57.1% | - |
| Participant deferral / active EE | $2,642 | $1,830+44.4% | $4,080-35.2% | - |
| Admin fee / account holder | $44 | $13,423-99.7% | $6,913-99.4% | - |