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 35-0457540 | Contract Administrator | $1,057 |
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).
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 | $43,428 | $52,639-17.5% | $185,117-76.5% | $62,292-30.3% |
| Participation rate | 46.5% | 63.9%-17.3pp | 77.3%-30.7pp | 69.5%-23.0pp |
| Annual return | 23.26% | 19.57%+3.7pp | 40.50%-17.2pp | 28.90%-5.6pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,261 | $3,097+5.3% | $5,045-35.4% | $3,169+2.9% |
| Admin fee / account holder | $47 | $374-87.5% | $8,159-99.4% | $479-90.2% |