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 26 · EIN 45-4901170 135 EAST BROAD STREET · BETHLEHEM, PA 18018 | Advisory (Participants) | $14,566 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,788 | $55,214-27.9% | $104,607-62.0% | $73,488-45.9% |
| Participation rate | 69.0% | 67.8%+1.1pp | 74.1%-5.1pp | 70.7%-1.7pp |
| Annual return | 13.97% | 24.79%-10.8pp | 340.46%-326.5pp | 28.51%-14.5pp |
| Employer contribution / active EE | $509 | $1,468-65.3% | $2,681-81.0% | $2,270-77.6% |
| Participant deferral / active EE | $1,459 | $2,925-50.1% | $3,740-61.0% | $3,740-61.0% |
| Admin fee / account holder | $268 | $424-36.7% | $6,473-95.9% | $513-47.7% |