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 | $30,007 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,693 | $64,707-27.8% | $112,228-58.4% | $68,494-31.8% |
| Participation rate | 93.8% | 67.2%+26.7pp | 75.1%+18.8pp | 67.9%+25.9pp |
| Annual return | -16.24% | -11.40%-4.8pp | 27.45%-43.7pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,974 | $2,746+8.3% | $3,635-18.2% | $2,596+14.5% |
| Participant deferral / active EE | $4,482 | $3,565+25.7% | $4,728-5.2% | $4,027+11.3% |
| Admin fee / account holder | $238 | $5,232-95.4% | $6,410-96.3% | $5,403-95.6% |