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 3-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 47-4307706 300 MONTGOMERY ST, SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $7,564 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,994 | $36,806-91.9% | $69,647-95.7% | $77,643-96.1% |
| Participation rate | 73.0% | 64.4%+8.6pp | 66.5%+6.5pp | 70.6%+2.4pp |
| Annual return | 15.09% | 38.81%-23.7pp | 100.48%-85.4pp | 31.24%-16.1pp |
| Employer contribution / active EE | $265 | $1,257-78.9% | $1,712-84.5% | $2,726-90.3% |
| Participant deferral / active EE | $1,827 | $2,738-33.3% | $2,886-36.7% | $4,647-60.7% |
| Admin fee / account holder | $12 | $507-97.7% | $4,713-99.8% | $430-97.3% |