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 |
|---|---|---|
Filed as: NATIONAL ADMINISTRATION INC Service code 13 · EIN 39-1967492 | Contract Administrator | $2,025 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 · EIN 42-1445429 | Other Commissions | $0 |
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 | $100,825 | $93,182+8.2% | $146,665-31.3% | $79,386+27.0% |
| Participation rate | 46.7% | 76.4%-29.8pp | 80.1%-33.4pp | 70.7%-24.0pp |
| Annual return | 16.78% | 21.61%-4.8pp | 22.74%-6.0pp | 116.85%-100.1pp |
| Employer contribution / active EE | $2,093 | $2,420-13.5% | $4,136-49.4% | $2,427-13.8% |
| Participant deferral / active EE | $3,290 | $4,169-21.1% | $5,506-40.3% | $4,046-18.7% |
| Admin fee / account holder | $45 | $585-92.3% | $10,280-99.6% | $626-92.8% |