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 35-0472300 | Contract Administrator | $28,847 |
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 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 | $18,851 | $55,002-65.7% | $59,878-68.5% | $56,287-66.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -5.30% | 1.13%-6.4pp | 3.46%-8.8pp | -9.96%+4.7pp |
| Employer contribution / active EE | $4,609 | $2,448+88.3% | $2,722+69.3% | $2,111+118.3% |
| Participant deferral / active EE | $3,815 | $3,121+22.2% | $3,402+12.1% | $3,350+13.9% |
| Admin fee / account holder | $127 | $236-46.0% | $3,590-96.5% | $521-75.5% |