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 | $11,239 |
401K ADVISORS INC1 year Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $7,349 |
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 | $28,374 | $52,953-46.4% | $172,739-83.6% | $65,185-56.5% |
| Participation rate | 97.2% | 66.2%+31.0pp | 82.6%+14.5pp | 70.2%+27.0pp |
| Annual return | 23.20% | 30.12%-6.9pp | 802.84%-779.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $1,674 | $2,190-23.6% | $5,143-67.5% | $2,177-23.1% |
| Participant deferral / active EE | $1,705 | $2,471-31.0% | $5,198-67.2% | $3,514-51.5% |
| Admin fee / account holder | $120 | $472-74.5% | $13,954-99.1% | $847-85.8% |