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 ST, SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $10,340 |
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 | $6,974 | $60,323-88.4% | $81,812-91.5% | $74,495-90.6% |
| Participation rate | 86.7% | 62.9%+23.8pp | 72.3%+14.4pp | 67.2%+19.5pp |
| Annual return | 13.54% | 16.90%-3.4pp | 773.79%-760.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,003 | $2,620-23.6% | $2,912-31.2% | $2,623-23.6% |
| Participant deferral / active EE | $3,534 | $3,387+4.3% | $4,319-18.2% | $4,346-18.7% |
| Admin fee / account holder | $32 | $1,486-97.8% | $7,386-99.6% | $1,942-98.3% |