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 | $8,331 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,132 | $65,395-37.1% | $182,532-77.5% | $72,985-43.6% |
| Participation rate | 95.6% | 65.4%+30.1pp | 78.0%+17.6pp | 69.5%+26.1pp |
| Annual return | 17.75% | 27.68%-9.9pp | 148.54%-130.8pp | 81.00%-63.3pp |
| Employer contribution / active EE | $2,094 | $1,911+9.6% | $4,076-48.6% | $2,440-14.2% |
| Participant deferral / active EE | $4,516 | $3,563+26.8% | $5,524-18.2% | $3,607+25.2% |
| Admin fee / account holder | $123 | $4,245-97.1% | $8,592-98.6% | $5,124-97.6% |