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 27-4036926 | Contract Administrator | $42,763 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,337 | $51,620-21.9% | $90,281-55.3% | $65,185-38.1% |
| Participation rate | 81.0% | 68.6%+12.4pp | 73.3%+7.7pp | 70.2%+10.8pp |
| Annual return | 20.65% | 24.94%-4.3pp | 78.10%-57.4pp | 29.38%-8.7pp |
| Employer contribution / active EE | $596 | $2,235-73.3% | $2,854-79.1% | $2,177-72.6% |
| Participant deferral / active EE | $3,078 | $2,871+7.2% | $3,885-20.8% | $3,514-12.4% |
| Admin fee / account holder | $337 | $384-12.4% | $5,351-93.7% | $847-60.2% |