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 |
|---|---|---|
Service code 64 | Recordkeeping Fees | $24,412 |
INVEST FINANCIAL CORPORATION2+ years Service code 33 | Other commissions; Securities brokerage | $10,955 |
INTAC ACTUARIAL SERVICES3+ years Filed as: INTAC ACTUARIAL SERVICES INC. Service code 13 | Contract Administrator | $4,073 |
INTAC ACTUARIAL SERVICES3+ years Service code 13 | Contract Administrator | $1,200 |
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.
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 | $70,645 | $89,739-21.3% | $149,718-52.8% | $62,292+13.4% |
| Participation rate | 58.8% | 85.1%-26.3pp | 87.1%-28.3pp | 69.5%-10.7pp |
| Annual return | 15.12% | 21.01%-5.9pp | 1501.63%-1486.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $464 | $3,233-85.7% | $5,445-91.5% | $2,042-77.3% |
| Participant deferral / active EE | $3,945 | $4,797-17.8% | $6,569-39.9% | $3,169+24.5% |
| Admin fee / account holder | $11 | $551-97.9% | $11,283-99.9% | $479-97.6% |