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 4-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 64101 | Contract Administrator | $12,462 |
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 | $10,039 | $79,013-87.3% | $100,391-90.0% | $74,495-86.5% |
| Participation rate | 83.6% | 79.5%+4.1pp | 81.5%+2.1pp | 67.2%+16.4pp |
| Annual return | 29.87% | 20.41%+9.5pp | 49.20%-19.3pp | 1364.94%-1335.1pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,519 | $7,760-41.8% | $8,082-44.1% | $4,346+4.0% |
| Admin fee / account holder | $48 | $1,320-96.3% | $7,899-99.4% | $1,942-97.5% |