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 15 · EIN 20-8098058 | Recordkeeping | $0 |
HARRY K. FRIEDMAN4 years Filed as: HARRY ROSENBERG Service code 15 | Recordkeeping | $0 |
INTAC ACTUARIAL SERVICES6 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 15 | Recordkeeping | $0 |
INTAC ACTUARIAL SERVICES10+ years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 15 · EIN 11-3401702 | Recordkeeping | $0 |
NATIONWIDE10+ years Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,881 | $50,820-62.8% | $155,567-87.9% | $77,671-75.7% |
| Participation rate | 47.6% | 63.1%-15.6pp | 78.2%-30.6pp | 70.6%-23.0pp |
| Annual return | 10.31% | 34.85%-24.5pp | 64.74%-54.4pp | 31.21%-20.9pp |
| Employer contribution / active EE | $662 | $1,993-66.8% | $4,674-85.8% | $2,726-75.7% |
| Participant deferral / active EE | $1,602 | $2,823-43.2% | $5,628-71.5% | $4,648-65.5% |
| Admin fee / account holder | $121 | $436-72.2% | $15,916-99.2% | $430-71.8% |