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 | $5,856 |
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 | $20,881 | $91,190-77.1% | $178,490-88.3% | $79,858-73.9% |
| Participation rate | 59.0% | 69.2%-10.2pp | 81.9%-22.9pp | 69.6%-10.7pp |
| Annual return | 11.61% | 24.19%-12.6pp | 151.07%-139.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $258 | $3,256-92.1% | $5,011-94.9% | $2,471-89.6% |
| Participant deferral / active EE | $1,666 | $3,236-48.5% | $5,202-68.0% | $3,740-55.5% |
| Admin fee / account holder | $92 | $6,751-98.6% | $13,984-99.3% | $5,306-98.3% |