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 42-0127290 | Contract Administrator | $25,515 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,445 | $26,114-21.7% | $58,482-65.0% | $74,419-72.5% |
| Participation rate | 25.2% | 32.1%-6.9pp | 50.9%-25.7pp | 70.7%-45.5pp |
| Annual return | 22.13% | 32.51%-10.4pp | 4239.32%-4217.2pp | 34.38%-12.2pp |
| Employer contribution / active EE | $542 | $536+1.2% | $1,053-48.5% | $2,637-79.4% |
| Participant deferral / active EE | $1,101 | $1,075+2.4% | $1,924-42.8% | $4,528-75.7% |
| Admin fee / account holder | $215 | $649-66.9% | $2,516-91.5% | $348-38.2% |