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 42-0127290 | Contract Administrator | $4,051 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,989 | $51,197-76.6% | $82,719-85.5% | $66,914-82.1% |
| Participation rate | 87.4% | 67.8%+19.6pp | 72.6%+14.9pp | 69.8%+17.6pp |
| Annual return | -14.94% | -9.64%-5.3pp | 701.18%-716.1pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,190 | $2,611-54.4% | $3,009-60.4% | $2,544-53.2% |
| Participant deferral / active EE | $1,652 | $3,458-52.2% | $4,395-62.4% | $4,237-61.0% |
| Admin fee / account holder | $23 | $416-94.5% | $5,329-99.6% | $593-96.1% |