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 3-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 | $11,894 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,617 | $101,317-59.9% | $146,958-72.4% | $74,495-45.5% |
| Participation rate | 88.6% | 75.5%+13.1pp | 82.2%+6.4pp | 67.2%+21.4pp |
| Annual return | 58.44% | 8730.91%-8672.5pp | 418.34%-359.9pp | 1364.94%-1306.5pp |
| Employer contribution / active EE | -$169 | $3,810-104.4% | $4,933-103.4% | $2,623-106.4% |
| Participant deferral / active EE | $12,958 | $7,303+77.4% | $8,070+60.6% | $4,346+198.2% |
| Admin fee / account holder | $89 | $1,739-94.9% | $12,998-99.3% | $1,942-95.4% |