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 · EIN 42-0127290 | Contract Administrator | $3,189 |
Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 · EIN 93-0998477 1193 ROYVONNE AVE SE # 22 · SALEM, OR 97302 | Contract Administrator | $2,824 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,249 | $71,142-58.9% | $119,609-75.5% | $64,808-54.9% |
| Participation rate | 48.6% | 78.6%-30.0pp | 79.3%-30.7pp | 71.5%-22.9pp |
| Annual return | -15.46% | -10.01%-5.5pp | -14.97%-0.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $868 | $2,497-65.2% | $4,232-79.5% | $2,506-65.3% |
| Participant deferral / active EE | $1,982 | $4,490-55.9% | $5,602-64.6% | $4,310-54.0% |
| Admin fee / account holder | $25 | $162-84.7% | $10,323-99.8% | $188-86.8% |