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) | $16,059 |
THIRD PARTY ADMINISTRATORS, INC.5+ years Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $1,050 |
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).
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 | $33,333 | $25,302+31.7% | $74,701-55.4% | $67,579-50.7% |
| Participation rate | 33.4% | 37.8%-4.4pp | 54.5%-21.0pp | 71.3%-37.9pp |
| Annual return | 19.60% | 10291.17%-10271.6pp | 752.92%-733.3pp | 378.56%-359.0pp |
| Employer contribution / active EE | $291 | $446-34.9% | $1,084-73.2% | $2,148-86.5% |
| Participant deferral / active EE | $1,219 | $954+27.8% | $1,964-37.9% | $3,539-65.6% |
| Admin fee / account holder | $101 | $108-5.9% | $3,333-97.0% | $142-28.8% |