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 5-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 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $10,874 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,877 | $58,926-79.8% | $97,226-87.8% | $74,495-84.1% |
| Participation rate | 97.4% | 63.5%+33.9pp | 72.7%+24.7pp | 67.2%+30.2pp |
| Annual return | 17.15% | 16.04%+1.1pp | 75.13%-58.0pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $3,550 | $1,894+87.4% | $2,729+30.1% | $2,623+35.3% |
| Participant deferral / active EE | $4,643 | $3,664+26.7% | $4,264+8.9% | $4,346+6.8% |
| Admin fee / account holder | $26 | $1,974-98.7% | $5,654-99.5% | $1,942-98.7% |