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 27 1000 ELM STREET, 12TH FLOOR · MANCHESTER, NH 031012533 | Advisory (Plan) | $15,221 |
THIRD PARTY ADMINISTRATORS, INC.1+ years Service code 17 · EIN 02-0491055 | Pension Consulting | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,248 | $22,714+28.8% | $59,496-50.8% | $55,191-47.0% |
| Participation rate | 25.4% | 37.5%-12.1pp | 54.6%-29.2pp | 69.2%-43.8pp |
| Annual return | 3.92% | -44.01%+47.9pp | 182.05%-178.1pp | 10.78%-6.9pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $175 | $843-79.2% | $1,829-90.4% | $3,046-94.2% |
| Admin fee / account holder | $121 | $83+45.5% | $2,232-94.6% | $91+33.5% |