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 8-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 23-3038464 | Contract Administrator | $19,099 |
Filed as: EVANS, BEEBE & FIELDS FINANCIAL GRO Service code 15 1683 WOODLANDS DRIVE · MAUMEE, OH 43537 | Recordkeeping | $18,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $8,726 | $37,196-76.5% | $154,107-94.3% | $55,725-84.3% |
| Participation rate | 47.8% | 64.1%-16.3pp | 83.0%-35.2pp | 70.9%-23.0pp |
| Annual return | 45.12% | 1319.68%-1274.6pp | 735.12%-690.0pp | 244.93%-199.8pp |
| Employer contribution / active EE | $777 | $1,614-51.9% | $5,298-85.3% | $2,078-62.6% |
| Participant deferral / active EE | $1,218 | $2,068-41.1% | $5,081-76.0% | $3,356-63.7% |
| Admin fee / account holder | $135 | $102+32.7% | $13,411-99.0% | $115+17.1% |