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 10-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 42-0127290 | Contract Administrator | $15,774 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,209 | $55,415-59.9% | $155,509-85.7% | $74,495-70.2% |
| Participation rate | 73.5% | 61.9%+11.6pp | 78.2%-4.7pp | 67.2%+6.3pp |
| Annual return | 11.13% | 268.50%-257.4pp | 64.67%-53.5pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $714 | $2,267-68.5% | $4,672-84.7% | $2,623-72.8% |
| Participant deferral / active EE | $1,059 | $2,836-62.6% | $5,626-81.2% | $4,346-75.6% |
| Admin fee / account holder | $140 | $1,738-92.0% | $15,912-99.1% | $1,942-92.8% |