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 | $24,822 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,140 | $56,423-39.5% | $77,163-55.8% | $71,457-52.2% |
| Participation rate | 67.7% | 64.3%+3.4pp | 69.6%-1.8pp | 67.9%-0.2pp |
| Annual return | 19.66% | 19.05%+0.6pp | 37.87%-18.2pp | 28.85%-9.2pp |
| Employer contribution / active EE | $1,669 | $1,866-10.5% | $2,535-34.2% | $2,588-35.5% |
| Participant deferral / active EE | $3,889 | $3,142+23.8% | $3,833+1.5% | $4,289-9.3% |
| Admin fee / account holder | $152 | $1,429-89.3% | $5,472-97.2% | $1,587-90.4% |