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 |
|---|---|---|
THIRD PARTY ADMINISTRATORS, INC.4+ years Service code 17 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Pension Consulting | $700 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,068 | $44,873-12.9% | $79,464-50.8% | $56,287-30.6% |
| Participation rate | 58.1% | 68.7%-10.6pp | 73.3%-15.2pp | 69.9%-11.7pp |
| Annual return | -5.46% | 0.81%-6.3pp | 718.14%-723.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,412 | $2,140-34.0% | $2,800-49.6% | $2,111-33.1% |
| Participant deferral / active EE | $1,560 | $2,746-43.2% | $3,704-57.9% | $3,350-53.4% |
| Admin fee / account holder | $10 | $418-97.5% | $5,113-99.8% | $521-98.0% |