See peer percentile detail. $4.99 for your first month.
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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.5+ years Filed as: BENEFIT PROFESSIONALS INC. Service code 37 · EIN 90-1118690 | Loan Processing | $17,300 |
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $11,192 |
PROEQUITIES INC5+ years Filed as: PROEQUITIES Service code 26 | Advisory (Participants) | $7,216 |
PROEQUITIES INC5+ 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.
Employer contribution per participant 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).
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 | $15,217 | $65,376-76.7% | $87,100-82.5% | $65,185-76.7% |
| Participation rate | 58.3% | 75.3%-17.1pp | 76.9%-18.6pp | 70.2%-11.9pp |
| Annual return | 19.57% | 31.27%-11.7pp | 28.19%-8.6pp | 29.38%-9.8pp |
| Employer contribution / active EE | $506 | $1,822-72.3% | $2,521-79.9% | $2,177-76.8% |
| Participant deferral / active EE | $1,628 | $3,388-51.9% | $4,049-59.8% | $3,514-53.7% |
| Admin fee / account holder | $125 | $520-75.9% | $7,497-98.3% | $847-85.2% |