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 6-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 STREET, SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $23,609 |
Employer 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,657 | $82,202-89.5% | $125,339-93.1% | $64,808-86.6% |
| Participation rate | 79.1% | 77.9%+1.2pp | 82.4%-3.3pp | 71.5%+7.6pp |
| Annual return | 13.61% | 3.48%+10.1pp | 572.05%-558.4pp | 32.82%-19.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,800 | $7,175-33.1% | $7,446-35.5% | $4,310+11.4% |
| Admin fee / account holder | $31 | $163-81.0% | $10,010-99.7% | $188-83.5% |