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 26-2824668 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Contract Administrator | $17,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,302 | $80,753-52.6% | $136,294-71.9% | $62,292-38.5% |
| Participation rate | 58.0% | 73.5%-15.5pp | 81.9%-23.9pp | 69.5%-11.5pp |
| Annual return | 21.81% | 35.83%-14.0pp | 5155.94%-5134.1pp | 28.90%-7.1pp |
| Employer contribution / active EE | $3,064 | $2,884+6.2% | $4,695-34.7% | $2,042+50.0% |
| Participant deferral / active EE | $7,980 | $5,164+54.5% | $6,247+27.7% | $3,169+151.8% |
| Admin fee / account holder | $117 | $525-77.7% | $9,243-98.7% | $479-75.6% |