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 8-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 | $4,988 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,857 | $81,208-95.3% | $98,907-96.1% | $79,858-95.2% |
| Participation rate | 96.9% | 72.5%+24.4pp | 76.0%+20.9pp | 69.6%+27.3pp |
| Annual return | 17.68% | 60.99%-43.3pp | 196.43%-178.7pp | 31.71%-14.0pp |
| Employer contribution / active EE | $559 | $1,960-71.5% | $2,689-79.2% | $2,471-77.4% |
| Participant deferral / active EE | $1,236 | $3,265-62.2% | $4,244-70.9% | $3,740-67.0% |
| Admin fee / account holder | $39 | $6,013-99.4% | $6,642-99.4% | $5,306-99.3% |