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 |
|---|---|---|
BANK OF NEW HAMPSHIRE5 years Service code 21 · EIN 02-0155840 | Bank Trustee | $24,456 |
Filed as: BENEFIT PLAN ADMIN SERVICES, INC Service code 21 · EIN 16-1503696 | Bank Trustee | $19,891 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,119 | $106,110-57.5% | $147,005-69.3% | $77,671-41.9% |
| Participation rate | 31.7% | 78.4%-46.7pp | 82.2%-50.5pp | 70.6%-38.9pp |
| Annual return | 15.18% | 56.77%-41.6pp | 418.76%-403.6pp | 31.21%-16.0pp |
| Employer contribution / active EE | $868 | $4,065-78.7% | $4,934-82.4% | $2,726-68.2% |
| Participant deferral / active EE | $1,240 | $7,992-84.5% | $8,070-84.6% | $4,648-73.3% |
| Admin fee / account holder | $402 | $338+18.9% | $13,006-96.9% | $430-6.7% |