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 68-0005489 1320 HARBOR BAY PARKWAY · ALAMEDA, CA 94502 | Contract Administrator | $15,840 |
AMERICAN FUNDS1 year Service code 12 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Claims processing; Recordkeeping fees... | $225 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,492 | $51,466-15.5% | $78,778-44.8% | $62,292-30.2% |
| Participation rate | 44.5% | 59.8%-15.3pp | 69.2%-24.7pp | 69.5%-25.0pp |
| Annual return | 89.34% | 19.96%+69.4pp | 35.62%+53.7pp | 28.90%+60.4pp |
| Employer contribution / active EE | $578 | $827-30.1% | $1,986-70.9% | $2,042-71.7% |
| Participant deferral / active EE | $2,354 | $2,147+9.6% | $2,958-20.4% | $3,169-25.7% |
| Admin fee / account holder | $120 | $489-75.5% | $5,134-97.7% | $479-75.0% |