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 | $37,739 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $9,745 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,568 | $164,139-90.5% | $155,567-90.0% | - |
| Participation rate | 90.0% | 62.7%+27.3pp | 78.2%+11.8pp | - |
| Annual return | 13.50% | 19.45%-6.0pp | 64.74%-51.2pp | - |
| Employer contribution / active EE | $870 | $2,490-65.0% | $4,674-81.4% | - |
| Participant deferral / active EE | $2,168 | $2,914-25.6% | $5,628-61.5% | - |
| Admin fee / account holder | $146 | $96,217-99.8% | $15,916-99.1% | - |