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 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $16,255 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,099 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $197 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $3,264 | $43,133-92.4% | $89,391-96.3% | $73,488-95.6% |
| Participation rate | 50.6% | 55.0%-4.3pp | 68.0%-17.3pp | 70.7%-20.0pp |
| Annual return | 13.05% | 135.66%-122.6pp | 245.62%-232.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,677 | $1,438+16.7% | $2,586-35.1% | $2,270-26.1% |
| Participant deferral / active EE | $340 | $2,445-86.1% | $3,890-91.2% | $3,740-90.9% |
| Admin fee / account holder | $48 | $444-89.1% | $4,881-99.0% | $513-90.6% |