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 5-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 | $7,128 |
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 | $9,317 | $86,655-89.2% | $119,609-92.2% | $66,914-86.1% |
| Participation rate | 90.6% | 75.6%+15.0pp | 79.3%+11.3pp | 69.8%+20.8pp |
| Annual return | 23.48% | -8.00%+31.5pp | -14.97%+38.4pp | 1.58%+21.9pp |
| Employer contribution / active EE | $2,073 | $2,536-18.3% | $4,232-51.0% | $2,544-18.5% |
| Participant deferral / active EE | $4,184 | $4,358-4.0% | $5,602-25.3% | $4,237-1.2% |
| Admin fee / account holder | $34 | $755-95.5% | $10,323-99.7% | $593-94.3% |