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 |
|---|---|---|
PENSYS, INC.1+ years Service code 13 · EIN 68-0348235 | Contract Administrator | $8,051 |
CCM PARTNERS, LP1+ years Filed as: CCM PARTNER, LP Service code 72 · EIN 94-6736048 | Other investment fees and expenses | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,153 | $70,002-82.6% | $115,037-89.4% | $52,331-76.8% |
| Participation rate | 97.6% | 72.1%+25.4pp | 81.4%+16.2pp | 68.1%+29.4pp |
| Annual return | 14.20% | 4.04%+10.2pp | 26.14%-11.9pp | 4.54%+9.7pp |
| Employer contribution / active EE | $2,504 | $2,715-7.8% | $4,608-45.7% | $1,882+33.1% |
| Participant deferral / active EE | $5,710 | $4,920+16.1% | $6,026-5.3% | $3,022+88.9% |
| Admin fee / account holder | $24 | $566-95.7% | $8,175-99.7% | $592-95.9% |