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 9-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 |
|---|---|---|
EXCHANGE BANK1 year Service code 13 · EIN 94-0463800 | Contract Administrator | $30,558 |
Annual investment return 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).
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 | $22,639 | $57,976-61.0% | $62,995-64.1% | $62,292-63.7% |
| Participation rate | 70.1% | 75.9%-5.9pp | 74.8%-4.7pp | 69.5%+0.6pp |
| Annual return | 10.83% | 17.54%-6.7pp | 87.57%-76.7pp | 28.90%-18.1pp |
| Employer contribution / active EE | $1,981 | $2,415-18.0% | $2,759-28.2% | $2,042-3.0% |
| Participant deferral / active EE | $4,417 | $2,956+49.4% | $3,329+32.7% | $3,169+39.4% |
| Admin fee / account holder | $170 | $276-38.4% | $3,600-95.3% | $479-64.6% |