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 7-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 | $12,108 |
Service code 27 · EIN 26-0237809 | Advisory (Plan) | $6,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,193 | $37,393-27.3% | $77,024-64.7% | $66,914-59.4% |
| Participation rate | 29.8% | 52.9%-23.1pp | 67.9%-38.1pp | 69.8%-40.0pp |
| Annual return | -16.80% | -3.29%-13.5pp | 42.32%-59.1pp | 1.58%-18.4pp |
| Employer contribution / active EE | $961 | $1,531-37.2% | $2,812-65.8% | $2,544-62.2% |
| Participant deferral / active EE | $1,615 | $2,617-38.3% | $4,426-63.5% | $4,237-61.9% |
| Admin fee / account holder | $294 | $567-48.1% | $5,425-94.6% | $593-50.4% |