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 | $23,275 |
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 | $29,971 | $79,013-62.1% | $100,391-70.1% | $74,495-59.8% |
| Participation rate | 83.7% | 79.5%+4.2pp | 81.5%+2.2pp | 67.2%+16.5pp |
| Annual return | 36.26% | 20.41%+15.8pp | 49.20%-12.9pp | 1364.94%-1328.7pp |
| Employer contribution / active EE | $3,083 | $3,021+2.0% | $3,942-21.8% | $2,623+17.5% |
| Participant deferral / active EE | $11,858 | $7,760+52.8% | $8,082+46.7% | $4,346+172.9% |
| Admin fee / account holder | $108 | $1,320-91.8% | $7,899-98.6% | $1,942-94.4% |