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 | $15,420 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,990 | $37,426+14.9% | $77,482-44.5% | $79,858-46.2% |
| Participation rate | 73.6% | 41.5%+32.1pp | 54.2%+19.4pp | 69.6%+4.0pp |
| Annual return | 10.90% | 39.70%-28.8pp | 54.79%-43.9pp | 31.71%-20.8pp |
| Employer contribution / active EE | $358 | $637-43.7% | $986-63.7% | $2,471-85.5% |
| Participant deferral / active EE | $2,646 | $1,260+110.0% | $1,861+42.2% | $3,740-29.3% |
| Admin fee / account holder | $204 | $2,504-91.8% | $2,858-92.8% | $5,306-96.1% |