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 47-4307706 300 MONTGOMERY ST, SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $12,740 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,770 | $79,013-45.9% | $100,391-57.4% | $74,495-42.6% |
| Participation rate | 84.7% | 79.5%+5.2pp | 81.5%+3.2pp | 67.2%+17.5pp |
| Annual return | 27.85% | 20.41%+7.4pp | 49.20%-21.4pp | 1364.94%-1337.1pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $15,401 | $7,760+98.5% | $8,082+90.6% | $4,346+254.4% |
| Admin fee / account holder | $82 | $1,320-93.8% | $7,899-99.0% | $1,942-95.8% |