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 8-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 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $9,391 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,102 | $101,499-79.2% | $147,005-85.6% | $74,546-71.7% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.3pp |
| Annual return | 11.88% | 8732.34%-8720.5pp | 418.76%-406.9pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $1,835 | $3,811-51.9% | $4,934-62.8% | $2,624-30.1% |
| Participant deferral / active EE | $3,657 | $7,304-49.9% | $8,070-54.7% | $4,347-15.9% |
| Admin fee / account holder | $64 | $1,748-96.3% | $13,006-99.5% | $1,944-96.7% |