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 9-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 41-0417830 | Contract Administrator | $17,675 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,699 | $74,706-76.3% | $75,696-76.6% | $79,386-77.7% |
| Participation rate | 92.4% | 75.3%+17.0pp | 74.8%+17.5pp | 70.7%+21.7pp |
| Annual return | 21.84% | 18.52%+3.3pp | 104.53%-82.7pp | 116.85%-95.0pp |
| Employer contribution / active EE | $992 | $2,590-61.7% | $2,743-63.8% | $2,427-59.1% |
| Participant deferral / active EE | $2,294 | $3,533-35.1% | $3,821-40.0% | $4,046-43.3% |
| Admin fee / account holder | $75 | $374-80.0% | $3,619-97.9% | $626-88.0% |