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) | $18,394 |
THIRD PARTY ADMINISTRATORS, INC.4+ years Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $1,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,036 | $23,224+16.4% | $71,086-62.0% | $55,725-51.5% |
| Participation rate | 34.1% | 37.9%-3.7pp | 54.7%-20.5pp | 70.9%-36.7pp |
| Annual return | -6.97% | -2.87%-4.1pp | 650.59%-657.6pp | 244.93%-251.9pp |
| Employer contribution / active EE | $305 | $436-30.1% | $1,088-72.0% | $2,078-85.3% |
| Participant deferral / active EE | $1,203 | $929+29.5% | $1,874-35.8% | $3,356-64.1% |
| Admin fee / account holder | $120 | $118+1.7% | $3,082-96.1% | $115+4.2% |