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 |
|---|---|---|
PENSION SERVICES, INC.2+ years Service code 13 3150 SW 38TH AVENUE, STE. 900 · MIAMI, FL 33146 | Contract Administrator | $24,900 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,238 |
Service code 55 PO BOX 8089 · BOSTON, MA 022668089 | Other Commissions | $0 |
Filed as: SOUTHEAST INVESTMENTS NC INC. Service code 55 820 TYVOLA ROAD, SUITE 104 · CHARLOTTE, NC 28217 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,038 | $32,530-32.3% | $106,619-79.3% | $63,975-65.6% |
| Participation rate | 12.0% | 55.7%-43.7pp | 78.0%-66.0pp | 71.1%-59.1pp |
| Annual return | 6.87% | 8.92%-2.1pp | 9.42%-2.6pp | 48.65%-41.8pp |
| Employer contribution / active EE | $121 | $724-83.3% | $3,947-96.9% | $2,182-94.5% |
| Participant deferral / active EE | $346 | $1,383-75.0% | $3,930-91.2% | $3,356-89.7% |
| Admin fee / account holder | $106 | $61+72.9% | $6,418-98.4% | $70+49.9% |