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 | $1,640 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,221 | $54,558-13.4% | $76,002-37.9% | $74,546-36.7% |
| Participation rate | 45.6% | 60.3%-14.7pp | 69.1%-23.4pp | 67.2%-21.6pp |
| Annual return | 8.62% | 31.83%-23.2pp | 360.07%-351.4pp | 1366.03%-1357.4pp |
| Employer contribution / active EE | $636 | $1,778-64.2% | $2,688-76.3% | $2,624-75.7% |
| Participant deferral / active EE | $1,993 | $3,065-35.0% | $4,257-53.2% | $4,347-54.2% |
| Admin fee / account holder | $62 | $2,232-97.2% | $6,414-99.0% | $1,944-96.8% |