See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROFESSIONALS, INC.7+ years Filed as: BENEFIT PROFESSIONALS INC. Service code 37 · EIN 90-1118690 | Loan Processing | $20,345 |
NATIONWIDE7+ years Service code 17 · EIN 31-4156830 | Pension Consulting | $19,518 |
PROEQUITIES INC7+ years Filed as: PROEQUITIES Service code 26 | Advisory (Participants) | $6,223 |
Filed as: CONCOURSE FINANCIAL GROUP SEC Service code 26 | Advisory (Participants) | $4,475 |
Filed as: CONCOURSE FINANCIAL FROUP SEC Service code 17 2801 HWY 280 SOUTH · BIRMINGHAM, AL 352230518 | Pension Consulting | $0 |
PROEQUITIES INC7+ 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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,022 | $84,936-72.9% | $111,297-79.3% | $79,386-71.0% |
| Participation rate | 50.9% | 75.9%-24.9pp | 77.3%-26.4pp | 70.7%-19.8pp |
| Annual return | 13.58% | 17.45%-3.9pp | 54.65%-41.1pp | 116.85%-103.3pp |
| Employer contribution / active EE | $438 | $1,979-77.9% | $2,731-84.0% | $2,427-82.0% |
| Participant deferral / active EE | $1,552 | $3,888-60.1% | $4,487-65.4% | $4,046-61.6% |
| Admin fee / account holder | $145 | $537-73.1% | $7,964-98.2% | $626-76.9% |