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 |
|---|---|---|
PBMARES, LLP3 years Service code 10 · EIN 54-0737372 | Accounting | $6,449 |
Filed as: RAYMOND JAMES FINANCIAL SRVS Service code 26 · EIN 59-1531281 | Advisory (Participants) | $6,408 |
CHARLES W. SNADER, P.C.1 year Filed as: CHARLES W. SNADER, PC Service code 10 · EIN 54-1873714 | Accounting | $5,300 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 13 · EIN 84-0467907 | Contract Administrator | $4,875 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $2,376 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,881 | $65,061-71.0% | $143,757-86.9% | $66,914-71.8% |
| Participation rate | 46.4% | 65.2%-18.8pp | 80.3%-33.9pp | 69.8%-23.4pp |
| Annual return | -12.99% | -11.14%-1.8pp | -0.04%-12.9pp | 1.58%-14.6pp |
| Employer contribution / active EE | $274 | $2,361-88.4% | $4,951-94.5% | $2,544-89.2% |
| Participant deferral / active EE | $1,135 | $2,919-61.1% | $5,637-79.9% | $4,237-73.2% |
| Admin fee / account holder | $156 | $502-69.0% | $14,673-98.9% | $593-73.7% |