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 94101 | Contract Administrator | $5,539 |
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 | $10,713 | $61,272-82.5% | $149,673-92.8% | $71,457-85.0% |
| Participation rate | 43.0% | 62.5%-19.5pp | 78.8%-35.7pp | 67.9%-24.9pp |
| Annual return | 21.43% | 35.85%-14.4pp | 134.42%-113.0pp | 28.85%-7.4pp |
| Employer contribution / active EE | $823 | $2,378-65.4% | $4,818-82.9% | $2,588-68.2% |
| Participant deferral / active EE | $1,342 | $2,917-54.0% | $5,680-76.4% | $4,289-68.7% |
| Admin fee / account holder | $37 | $1,261-97.1% | $13,210-99.7% | $1,587-97.7% |