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 | $66,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,840 | $63,745-40.6% | $98,442-61.6% | $79,386-52.3% |
| Participation rate | 59.5% | 69.9%-10.4pp | 73.3%-13.8pp | 70.7%-11.2pp |
| Annual return | 15.76% | 625.80%-610.0pp | 1492.73%-1477.0pp | 116.85%-101.1pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,821 | $3,303-14.6% | $4,276-34.0% | $4,046-30.3% |
| Admin fee / account holder | $358 | $516-30.6% | $5,949-94.0% | $626-42.9% |