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 |
|---|---|---|
BENEFIT PROFESSIONALS, INC.3+ years Filed as: BENEFIT PROFESSIONALS INC. Service code 37 · EIN 63-0913824 | Loan Processing | $18,173 |
NATIONWIDE3+ years Service code 17 · EIN 31-4156830 | Pension Consulting | $11,621 |
PROEQUITIES INC3+ years Filed as: PROEQUITIES Service code 26 | Advisory (Participants) | $7,423 |
PROEQUITIES INC3+ years Service code 17 2801 HWY 280 SHOUTH · BIRMINGHAM, AL 352230518 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,833 | $64,909-83.3% | $82,313-86.8% | $62,292-82.6% |
| Participation rate | 55.4% | 74.9%-19.5pp | 76.9%-21.5pp | 69.5%-14.1pp |
| Annual return | 9.47% | 21.18%-11.7pp | 25.88%-16.4pp | 28.90%-19.4pp |
| Employer contribution / active EE | $455 | $1,676-72.9% | $2,428-81.3% | $2,042-77.7% |
| Participant deferral / active EE | $1,407 | $3,103-54.7% | $3,706-62.0% | $3,169-55.6% |
| Admin fee / account holder | $141 | $440-67.8% | $5,608-97.5% | $479-70.5% |