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 06-1050034 | Contract Administrator | $6,135 |
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 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 | $21,611 | $47,977-55.0% | $154,107-86.0% | $56,287-61.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.96% | 3.54%-10.5pp | 735.12%-742.1pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,351 | $2,169-37.7% | $5,298-74.5% | $2,111-36.0% |
| Participant deferral / active EE | $1,464 | $2,392-38.8% | $5,081-71.2% | $3,350-56.3% |
| Admin fee / account holder | $145 | $438-66.9% | $13,411-98.9% | $521-72.1% |