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 MANAGEMENT5+ years Service code 27 50 MONUMENT ROAD · BALA CYNWYD, PA 19004 | Advisory (Plan) | $17,152 |
PENSERV PLAN SERVICES, INC.5+ years Service code 15 · EIN 27-6266021 | Recordkeeping | $10,391 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,921 | $65,376-22.1% | $87,100-41.5% | $65,185-21.9% |
| Participation rate | 54.5% | 75.3%-20.8pp | 76.9%-22.4pp | 70.2%-15.7pp |
| Annual return | 19.34% | 31.27%-11.9pp | 28.19%-8.9pp | 29.38%-10.0pp |
| Employer contribution / active EE | $147 | $1,822-91.9% | $2,521-94.2% | $2,177-93.3% |
| Participant deferral / active EE | $1,834 | $3,388-45.9% | $4,049-54.7% | $3,514-47.8% |
| Admin fee / account holder | $224 | $520-56.8% | $7,497-97.0% | $847-73.5% |