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 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANSISCO, CA 94101 | Contract Administrator | $12,111 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,726 | $61,272-71.1% | $149,673-88.2% | $71,457-75.2% |
| Participation rate | 42.9% | 62.5%-19.6pp | 78.8%-35.8pp | 67.9%-25.0pp |
| Annual return | 19.46% | 35.85%-16.4pp | 134.42%-115.0pp | 28.85%-9.4pp |
| Employer contribution / active EE | $637 | $2,378-73.2% | $4,818-86.8% | $2,588-75.4% |
| Participant deferral / active EE | $1,659 | $2,917-43.1% | $5,680-70.8% | $4,289-61.3% |
| Admin fee / account holder | $73 | $1,261-94.2% | $13,210-99.4% | $1,587-95.4% |