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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 18 · EIN 16-1503696 | Custodial (other than securities); Pa... | $20,614 |
BANK OF NEW HAMPSHIRE1 year Service code 21 · EIN 02-0155840 | Bank Trustee | $15,133 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,169 | $58,879-59.0% | $178,490-86.5% | $73,488-67.1% |
| Participation rate | 89.3% | 66.2%+23.1pp | 81.9%+7.4pp | 70.7%+18.6pp |
| Annual return | 11.99% | 24.86%-12.9pp | 151.07%-139.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,498 | $2,236-33.0% | $5,011-70.1% | $2,270-34.0% |
| Participant deferral / active EE | $2,957 | $2,567+15.2% | $5,202-43.2% | $3,740-20.9% |
| Admin fee / account holder | $221 | $400-44.9% | $13,984-98.4% | $513-57.0% |