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 | $904 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $12,047 | $75,183-84.0% | $123,892-90.3% | $55,167-78.2% |
| Participation rate | 30.1% | 72.8%-42.7pp | 81.4%-51.3pp | 69.0%-38.8pp |
| Annual return | 34.43% | 19.01%+15.4pp | 47.52%-13.1pp | 169.23%-134.8pp |
| Employer contribution / active EE | $623 | $2,823-78.0% | $4,617-86.5% | $1,963-68.3% |
| Participant deferral / active EE | $1,789 | $5,084-64.8% | $5,984-70.1% | $3,054-41.4% |
| Admin fee / account holder | $19 | $663-97.2% | $8,357-99.8% | $504-96.3% |