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: POLYCOMP ADMINISTRATIVE SVCS, INC. Service code 17 · EIN 95-2889854 | Pension Consulting | $5,161 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,267 | $58,726-60.4% | $92,233-74.8% | $62,292-62.6% |
| Participation rate | 92.6% | 68.3%+24.3pp | 76.5%+16.1pp | 69.5%+23.1pp |
| Annual return | 22.50% | 43.62%-21.1pp | 176.28%-153.8pp | 28.90%-6.4pp |
| Employer contribution / active EE | $3,969 | $2,392+65.9% | $3,679+7.9% | $2,042+94.3% |
| Participant deferral / active EE | $3,565 | $2,766+28.9% | $3,897-8.5% | $3,169+12.5% |
| Admin fee / account holder | $25 | $556-95.5% | $5,194-99.5% | $479-94.8% |