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 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,201 |
VALMARK ADVISERS INC5 years Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $11,095 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 CAMPUS DR STE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $2,615 |
DOWNEAST PENSION SERVICES, INC.6+ years Service code 13 | Contract Administrator | $2,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,951 | $95,416-64.4% | $185,823-81.7% | $85,850-60.5% |
| Participation rate | 55.1% | 68.8%-13.6pp | 81.7%-26.6pp | 69.3%-14.2pp |
| Annual return | 13.94% | 23.59%-9.6pp | 122.05%-108.1pp | 318.53%-304.6pp |
| Employer contribution / active EE | $322 | $3,314-90.3% | $5,167-93.8% | $2,565-87.4% |
| Participant deferral / active EE | $2,400 | $3,423-29.9% | $5,568-56.9% | $3,952-39.3% |
| Admin fee / account holder | $344 | $7,213-95.2% | $16,237-97.9% | $6,260-94.5% |