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 | $20,821 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,332 | $60,989-81.4% | $60,874-81.4% | $66,914-83.1% |
| Participation rate | 90.7% | 74.5%+16.3pp | 73.1%+17.6pp | 69.8%+20.9pp |
| Annual return | -14.25% | -9.60%-4.7pp | 16.90%-31.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,498 | $2,661-43.7% | $2,701-44.5% | $2,544-41.1% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,237-100.0% |
| Admin fee / account holder | $180 | $338-47.0% | $3,224-94.4% | $593-69.7% |