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 |
|---|---|---|
ADVANCED PLAN DESIGNS, LLC3+ years Service code 10 3859 S. COX AVE · SPRINGIELD, MO 65807 | Accounting | $29,349 |
Filed as: CORPORATE BENEFIT ADMINISTRATORS, Service code 10 37 28TH AVE NORTH · ST CLOUD, MN 56303 | Accounting | $15,638 |
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.
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 | $14,399 | $44,989-68.0% | $170,442-91.6% | $77,958-81.5% |
| Participation rate | 36.2% | 64.6%-28.4pp | 83.6%-47.4pp | 71.6%-35.4pp |
| Annual return | 16.66% | 19.61%-3.0pp | 205.93%-189.3pp | 20.87%-4.2pp |
| Employer contribution / active EE | $431 | $1,466-70.6% | $5,433-92.1% | $2,310-81.3% |
| Participant deferral / active EE | $996 | $2,208-54.9% | $4,939-79.8% | $3,537-71.8% |
| Admin fee / account holder | $71 | $69+2.3% | $13,880-99.5% | $97-27.5% |