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 | $39,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,140 | $54,237-51.8% | $90,281-71.0% | $67,579-61.3% |
| Participation rate | 52.9% | 68.6%-15.8pp | 73.3%-20.4pp | 71.3%-18.4pp |
| Annual return | 23.88% | 37.27%-13.4pp | 78.10%-54.2pp | 378.56%-354.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,351 | $2,625-10.5% | $3,885-39.5% | $3,539-33.6% |
| Admin fee / account holder | $222 | $123+80.0% | $5,351-95.8% | $142+56.1% |