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 15 · EIN 01-0233346 | Recordkeeping | $19,688 |
PENSION WORKS, INC.2 years Service code 15 · EIN 03-0359635 382 HERCULES DRIVE, SUITE 1 · COLCHESTER, VT 05446 | Recordkeeping | $12,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,147 | $42,548-78.5% | $74,550-87.7% | $56,287-83.7% |
| Participation rate | 56.5% | 60.5%-3.9pp | 69.1%-12.6pp | 69.9%-13.3pp |
| Annual return | -7.44% | 12.40%-19.8pp | 32.53%-40.0pp | -9.96%+2.5pp |
| Employer contribution / active EE | $765 | $855-10.5% | $1,961-61.0% | $2,111-63.7% |
| Participant deferral / active EE | $1,349 | $2,277-40.8% | $3,108-56.6% | $3,350-59.7% |
| Admin fee / account holder | $183 | $467-60.9% | $5,060-96.4% | $521-65.0% |