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 6-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 FRANCISCO, CA 94101 | Contract Administrator | $27,255 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,296 | $101,317-64.2% | $146,958-75.3% | $74,495-51.3% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.2%+14.6pp | 67.2%+29.5pp |
| Annual return | 29.10% | 8730.91%-8701.8pp | 418.34%-389.2pp | 1364.94%-1335.8pp |
| Employer contribution / active EE | $5,260 | $3,810+38.0% | $4,933+6.6% | $2,623+100.5% |
| Participant deferral / active EE | $11,442 | $7,303+56.7% | $8,070+41.8% | $4,346+163.3% |
| Admin fee / account holder | $117 | $1,739-93.2% | $12,998-99.1% | $1,942-93.9% |