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 |
|---|---|---|
Filed as: HOLYOKE HEALTH CENTER INC. Service code 99 230 MAPLE ST · HOLYOKE, MA 01040 | Other Fees | $12,600 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 910 E. ST. LOUIS ST. STE. 400 · SPRINGFIELD, MO 65807 | Accounting | $5,500 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,037 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,577 | $47,126-33.0% | $149,673-78.9% | $74,419-57.6% |
| Participation rate | 54.0% | 63.4%-9.4pp | 78.8%-24.8pp | 70.7%-16.7pp |
| Annual return | 18.84% | 22.75%-3.9pp | 134.42%-115.6pp | 34.38%-15.5pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,627 | $2,728-3.7% | $5,680-53.8% | $4,528-42.0% |
| Admin fee / account holder | $47 | $343-86.4% | $13,210-99.6% | $348-86.6% |