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 49 · EIN 11-2690003 | Other Services | $13,000 |
UNITED BENEFIT PENSIONS INC.2 years Service code 49 · EIN 36-4517541 | Other Services | $3,648 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 15 · EIN 95-6817943 | Recordkeeping | $1,500 |
WESTERN SURETY COMPANY1 year Service code 23 | Insurance services | $1,000 |
Service code 49 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $34,122 | $78,705-56.6% | $117,854-71.0% | $70,131-51.3% |
| Participation rate | 62.7% | 73.2%-10.4pp | 79.7%-16.9pp | 69.5%-6.8pp |
| Annual return | 14.16% | 23.30%-9.1pp | 335.08%-320.9pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,420 | $3,297+3.7% | $4,482-23.7% | $3,332+2.7% |
| Admin fee / account holder | $405 | $5,065-92.0% | $8,020-94.9% | $4,645-91.3% |