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 13 · EIN 42-0127290 | Contract Administrator | $279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,819 | $35,949-47.7% | $88,538-78.7% | $65,185-71.1% |
| Participation rate | 20.5% | 56.4%-35.9pp | 68.7%-48.3pp | 70.2%-49.7pp |
| Annual return | 29.27% | 47.52%-18.3pp | 43.64%-14.4pp | 29.38%-0.1pp |
| Employer contribution / active EE | $437 | $1,047-58.3% | $2,098-79.2% | $2,177-79.9% |
| Participant deferral / active EE | $620 | $1,870-66.8% | $2,914-78.7% | $3,514-82.3% |
| Admin fee / account holder | $4 | $496-99.1% | $4,310-99.9% | $847-99.5% |