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 4-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 | $33,548 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,011 |
Service code 13 · EIN 35-1277460 | Contract Administrator | $5,007 |
Filed as: COMPENSATION SYSTEMS INC Service code 13 | Contract Administrator | $1,435 |
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 | $21,911 | $84,487-74.1% | $125,339-82.5% | $66,914-67.3% |
| Participation rate | 86.6% | 76.4%+10.2pp | 82.4%+4.2pp | 69.8%+16.8pp |
| Annual return | -5.53% | -8.39%+2.9pp | 572.05%-577.6pp | 1.58%-7.1pp |
| Employer contribution / active EE | $1,979 | $3,553-44.3% | $4,814-58.9% | $2,544-22.2% |
| Participant deferral / active EE | $5,145 | $6,781-24.1% | $7,446-30.9% | $4,237+21.4% |
| Admin fee / account holder | $239 | $685-65.0% | $10,010-97.6% | $593-59.6% |