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 49 · EIN 74-2794194 | Other Services | $12,183 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,370 |
Employer 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,611 | $45,602-37.3% | $117,472-75.6% | $66,914-57.2% |
| Participation rate | 85.1% | 57.6%+27.4pp | 70.6%+14.5pp | 69.8%+15.3pp |
| Annual return | -16.83% | -16.74%-0.1pp | 29.74%-46.6pp | 1.58%-18.4pp |
| Employer contribution / active EE | $119 | $1,579-92.5% | $4,176-97.1% | $2,544-95.3% |
| Participant deferral / active EE | $5,366 | $2,845+88.6% | $4,070+31.8% | $4,237+26.6% |
| Admin fee / account holder | $13 | $661-98.1% | $5,645-99.8% | $593-97.8% |