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 | $52,416 |
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 | $31,745 | $52,670-39.7% | $90,404-64.9% | $73,409-56.8% |
| Participation rate | 55.1% | 67.7%-12.5pp | 72.7%-17.5pp | 72.2%-17.0pp |
| Annual return | 15.16% | 20.70%-5.5pp | 1293.02%-1277.9pp | 59.29%-44.1pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,504 | $2,807-10.8% | $3,963-36.8% | $3,805-34.2% |
| Admin fee / account holder | $291 | $117+149.3% | $5,611-94.8% | $158+84.3% |