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 9-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 | $24,530 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,795 | $55,415-53.5% | $155,509-83.4% | $74,495-65.4% |
| Participation rate | 94.2% | 61.9%+32.3pp | 78.2%+16.0pp | 67.2%+27.0pp |
| Annual return | 12.82% | 268.50%-255.7pp | 64.67%-51.8pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,379 | $2,267-39.2% | $4,672-70.5% | $2,623-47.4% |
| Participant deferral / active EE | $2,419 | $2,836-14.7% | $5,626-57.0% | $4,346-44.3% |
| Admin fee / account holder | $190 | $1,738-89.1% | $15,912-98.8% | $1,942-90.2% |