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 7-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 | $21,152 |
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 | $22,914 | $58,320-60.7% | $86,436-73.5% | $66,914-65.8% |
| Participation rate | 92.6% | 78.6%+14.0pp | 80.3%+12.3pp | 69.8%+22.8pp |
| Annual return | -14.99% | -9.71%-5.3pp | 4394.89%-4409.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $12,927 | $6,899+87.4% | $6,952+86.0% | $4,237+205.1% |
| Admin fee / account holder | $104 | $546-81.0% | $6,731-98.5% | $593-82.5% |