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 22 · EIN 77-0034491 1312 W HERNDON AVE · FRESNO, CA 93711 | Insurance Broker | $28,322 |
NATIONWIDE4 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,247 |
Service code 13 · EIN 77-0536417 7525 N CEDAR AVE · FRESNO, CA 93720 | Contract Administrator | $3,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 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 | $74,930 | $52,953+41.5% | $172,739-56.6% | $65,185+15.0% |
| Participation rate | 61.8% | 66.2%-4.4pp | 82.6%-20.9pp | 70.2%-8.4pp |
| Annual return | 54.57% | 30.12%+24.4pp | 802.84%-748.3pp | 29.38%+25.2pp |
| Employer contribution / active EE | $1,909 | $2,190-12.8% | $5,143-62.9% | $2,177-12.3% |
| Participant deferral / active EE | $10,101 | $2,471+308.8% | $5,198+94.3% | $3,514+187.5% |
| Admin fee / account holder | $340 | $472-27.9% | $13,954-97.6% | $847-59.8% |