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 |
|---|---|---|
RUBICON ASSET MANAGEMENT3+ years Service code 27 50 MONUMENT ROAD · BALA CYNWYD, PA 19004 | Advisory (Plan) | $20,404 |
PENSERV PLAN SERVICES, INC.3+ years Service code 15 · EIN 27-6266021 | Recordkeeping | $11,082 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,983 | $64,909-19.9% | $82,313-36.8% | $62,292-16.5% |
| Participation rate | 53.8% | 74.9%-21.1pp | 76.9%-23.1pp | 69.5%-15.7pp |
| Annual return | 13.53% | 21.18%-7.7pp | 25.88%-12.3pp | 28.90%-15.4pp |
| Employer contribution / active EE | $138 | $1,676-91.8% | $2,428-94.3% | $2,042-93.3% |
| Participant deferral / active EE | $1,720 | $3,103-44.6% | $3,706-53.6% | $3,169-45.7% |
| Admin fee / account holder | $274 | $440-37.7% | $5,608-95.1% | $479-42.9% |