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 | $14,142 |
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 | $5,474 | $80,177-93.2% | $123,892-95.6% | $57,658-90.5% |
| Participation rate | 96.9% | 74.4%+22.4pp | 81.4%+15.5pp | 70.2%+26.6pp |
| Annual return | 137.21% | 17.90%+119.3pp | 47.52%+89.7pp | 5.13%+132.1pp |
| Employer contribution / active EE | $775 | $2,913-73.4% | $4,617-83.2% | $1,974-60.7% |
| Participant deferral / active EE | $2,190 | $5,130-57.3% | $5,984-63.4% | $3,061-28.4% |
| Admin fee / account holder | $43 | $106-59.2% | $8,357-99.5% | $95-54.1% |