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) | $13,784 |
THIRD PARTY ADMINISTRATORS, INC.6+ years Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $500 |
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 | $36,106 | $29,369+22.9% | $77,482-53.4% | $73,409-50.8% |
| Participation rate | 36.7% | 37.9%-1.2pp | 54.2%-17.5pp | 72.2%-35.5pp |
| Annual return | 11.72% | 358.15%-346.4pp | 54.79%-43.1pp | 59.29%-47.6pp |
| Employer contribution / active EE | $318 | $406-21.7% | $986-67.8% | $2,234-85.8% |
| Participant deferral / active EE | $1,272 | $941+35.2% | $1,861-31.7% | $3,805-66.6% |
| Admin fee / account holder | $80 | $123-34.9% | $2,858-97.2% | $158-49.4% |