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 41-0417830 | Contract Administrator | $2,815 |
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 | $36,292 | $60,165-39.7% | $74,183-51.1% | $55,167-34.2% |
| Participation rate | 81.7% | 74.2%+7.5pp | 76.6%+5.0pp | 69.0%+12.7pp |
| Annual return | 6.48% | 10.00%-3.5pp | 17.74%-11.3pp | 169.23%-162.7pp |
| Employer contribution / active EE | $2,708 | $1,600+69.3% | $2,370+14.3% | $1,963+38.0% |
| Participant deferral / active EE | $4,470 | $2,973+50.4% | $3,550+25.9% | $3,054+46.3% |
| Admin fee / account holder | $29 | $419-93.1% | $5,586-99.5% | $504-94.3% |