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 |
|---|---|---|
PENSION WORKS, INC.3+ years Service code 17 · EIN 03-0359635 382 HERCULES DRIVE · COLCHESTER, VT 05446 | Pension Consulting | $6,220 |
MATRIX TRUST COMPANY1 year Service code 50 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Direct Payment | $5,192 |
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 | $16,368 | $47,977-65.9% | $154,107-89.4% | $56,287-70.9% |
| Participation rate | 67.0% | 66.2%+0.8pp | 83.0%-16.1pp | 69.9%-2.9pp |
| Annual return | -6.48% | 3.54%-10.0pp | 735.12%-741.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $512 | $2,169-76.4% | $5,298-90.3% | $2,111-75.7% |
| Participant deferral / active EE | $1,033 | $2,392-56.8% | $5,081-79.7% | $3,350-69.2% |
| Admin fee / account holder | $113 | $438-74.2% | $13,411-99.2% | $521-78.3% |