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 6-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 |
|---|---|---|
DOWNEAST PENSION SERVICES, INC.2+ years Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,098 | $61,156-78.6% | $185,823-93.0% | $79,386-83.5% |
| Participation rate | 32.6% | 66.6%-34.0pp | 81.7%-49.1pp | 70.7%-38.1pp |
| Annual return | 34.68% | 19.45%+15.2pp | 122.05%-87.4pp | 116.85%-82.2pp |
| Employer contribution / active EE | $531 | $2,321-77.1% | $5,167-89.7% | $2,427-78.1% |
| Participant deferral / active EE | $1,568 | $2,789-43.8% | $5,568-71.8% | $4,046-61.2% |
| Admin fee / account holder | $19 | $710-97.4% | $16,237-99.9% | $626-97.0% |