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 35-1140070 | Contract Administrator | $12,759 |
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).
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 | $12,647 | $23,385-45.9% | $69,182-81.7% | $57,658-78.1% |
| Participation rate | 53.6% | 37.9%+15.7pp | 55.1%-1.5pp | 70.2%-16.6pp |
| Annual return | 8.63% | -659.34%+668.0pp | -21.93%+30.6pp | 5.13%+3.5pp |
| Employer contribution / active EE | $389 | $422-8.0% | $1,206-67.8% | $1,974-80.3% |
| Participant deferral / active EE | $845 | $843+0.3% | $1,897-55.4% | $3,061-72.4% |
| Admin fee / account holder | $59 | $82-28.1% | $2,697-97.8% | $95-37.6% |