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 9-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 | $10,311 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,500 | $70,669-69.6% | $169,368-87.3% | $75,163-71.4% |
| Participation rate | 84.1% | 64.8%+19.4pp | 77.1%+7.0pp | 67.2%+17.0pp |
| Annual return | 23.30% | 36.36%-13.1pp | 405.60%-382.3pp | 160.62%-137.3pp |
| Employer contribution / active EE | $7 | $2,211-99.7% | $4,013-99.8% | $2,670-99.7% |
| Participant deferral / active EE | $9,023 | $4,311+109.3% | $6,221+45.0% | $4,125+118.7% |
| Admin fee / account holder | $79 | $5,402-98.5% | $9,003-99.1% | $5,651-98.6% |