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 10-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 | $35,166 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,025 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,076 | $76,670-64.7% | $96,683-72.0% | $71,457-62.1% |
| Participation rate | 85.3% | 66.6%+18.7pp | 74.3%+11.0pp | 67.9%+17.4pp |
| Annual return | 17.46% | 48.29%-30.8pp | 35.69%-18.2pp | 28.85%-11.4pp |
| Employer contribution / active EE | $356 | $3,031-88.3% | $3,737-90.5% | $2,588-86.3% |
| Participant deferral / active EE | $2,776 | $3,771-26.4% | $4,878-43.1% | $4,289-35.3% |
| Admin fee / account holder | $210 | $2,028-89.6% | $6,730-96.9% | $1,587-86.7% |