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 13 · EIN 91-1035698 | Contract Administrator | $9,774 |
INVESTACORP2+ years Filed as: INVESTACORP ADVISORY SERVICES, INC. Service code 26 4400 BISCAYNE BLVD 11TH FLOOR · MIAMI, FL 33137 | Advisory (Participants) | $3,889 |
EFFICIENT MARKET ADVISORS, LLC2+ years Service code 27 · EIN 41-2143010 | Advisory (Plan) | $3,547 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,348 | $46,732-75.7% | $156,549-92.8% | $55,167-79.4% |
| Participation rate | 54.9% | 65.8%-10.9pp | 84.0%-29.1pp | 69.0%-14.1pp |
| Annual return | 8.79% | 17.72%-8.9pp | 32.23%-23.4pp | 169.23%-160.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,666 | $2,204-24.4% | $4,871-65.8% | $3,054-45.5% |
| Admin fee / account holder | $178 | $418-57.5% | $13,027-98.6% | $504-64.7% |