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 |
|---|---|---|
L M KOHN & COMPANY1+ years Service code 13 10151 CARVER ROAD SUITE 100 · CINCINNATI, OH 45242 | Contract Administrator | $27,227 |
NBT BANCORP NA1+ years Filed as: NBT BANK NA Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $7,336 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 49 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Services | $1,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,500 | $48,313+35.6% | $73,307-10.6% | $52,331+25.2% |
| Participation rate | 49.7% | 68.6%-18.9pp | 74.9%-25.2pp | 68.1%-18.4pp |
| Annual return | 4.24% | 3.85%+0.4pp | 5.67%-1.4pp | 4.54%-0.3pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,756 | $4,189+37.4% | $4,991+15.3% | $3,022+90.5% |
| Admin fee / account holder | $18 | $404-95.5% | $5,637-99.7% | $592-96.9% |