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 41-0417830 | Contract Administrator | $4,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,073 | $52,953-73.4% | $172,739-91.9% | $65,185-78.4% |
| Participation rate | 50.4% | 66.2%-15.8pp | 82.6%-32.2pp | 70.2%-19.8pp |
| Annual return | 31.02% | 30.12%+0.9pp | 802.84%-771.8pp | 29.38%+1.6pp |
| Employer contribution / active EE | $303 | $2,190-86.2% | $5,143-94.1% | $2,177-86.1% |
| Participant deferral / active EE | $1,018 | $2,471-58.8% | $5,198-80.4% | $3,514-71.0% |
| Admin fee / account holder | $61 | $472-87.2% | $13,954-99.6% | $847-92.9% |