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 5-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 | $1,206 |
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 | $55,292 | $52,639+5.0% | $185,117-70.1% | $62,292-11.2% |
| Participation rate | 86.4% | 63.9%+22.5pp | 77.3%+9.1pp | 69.5%+16.8pp |
| Annual return | 19.47% | 19.57%-0.1pp | 40.50%-21.0pp | 28.90%-9.4pp |
| Employer contribution / active EE | $1,478 | $1,483-0.3% | $4,182-64.6% | $2,042-27.6% |
| Participant deferral / active EE | $6,718 | $3,097+116.9% | $5,045+33.2% | $3,169+112.0% |
| Admin fee / account holder | $12 | $374-96.8% | $8,159-99.9% | $479-97.5% |