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 | $21,825 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,605 | $55,453-61.0% | $170,442-87.3% | $62,292-65.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.44% | 21.38%-11.9pp | 205.93%-196.5pp | 28.90%-19.5pp |
| Employer contribution / active EE | $1,139 | $2,164-47.4% | $5,433-79.0% | $2,042-44.2% |
| Participant deferral / active EE | $840 | $2,303-63.5% | $4,939-83.0% | $3,169-73.5% |
| Admin fee / account holder | $177 | $455-61.2% | $13,880-98.7% | $479-63.2% |