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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $8,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $14,070 | $29,548-52.4% | $56,411-75.1% | $77,643-81.9% |
| Participation rate | 24.9% | 32.7%-7.8pp | 52.5%-27.6pp | 70.6%-45.7pp |
| Annual return | 11.58% | 19.01%-7.4pp | 1701.33%-1689.8pp | 31.24%-19.7pp |
| Employer contribution / active EE | $557 | $568-1.9% | $1,039-46.4% | $2,726-79.6% |
| Participant deferral / active EE | $934 | $1,061-12.0% | $1,952-52.2% | $4,647-79.9% |
| Admin fee / account holder | $73 | $1,046-93.0% | $2,829-97.4% | $430-83.0% |