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 | $54,517-13.4% | $75,972-37.8% | $74,495-36.6% |
| Participation rate | 45.6% | 60.3%-14.7pp | 69.1%-23.4pp | 67.2%-21.6pp |
| Annual return | 8.62% | 31.82%-23.2pp | 359.55%-350.9pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $636 | $1,777-64.2% | $2,685-76.3% | $2,623-75.7% |
| Participant deferral / active EE | $1,993 | $3,066-35.0% | $4,255-53.2% | $4,346-54.1% |
| Admin fee / account holder | $62 | $2,229-97.2% | $6,467-99.0% | $1,942-96.8% |