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 |
|---|---|---|
TRI-AD ACTUARIES, INC.3+ years Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 37 · EIN 31-1214674 | Loan Processing | $17,242 |
CLARK, SCHAEFER, HACKETT & CO.3+ years Service code 10 · EIN 31-0800053 | Accounting | $10,600 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,496 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,567 | $155,795-91.3% | $136,294-90.0% | $69,631-80.5% |
| Participation rate | 91.4% | 75.2%+16.1pp | 81.9%+9.4pp | 70.7%+20.7pp |
| Annual return | 17.90% | 232464.33%-232446.4pp | 5155.94%-5138.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $312 | $2,991-89.6% | $4,695-93.4% | $2,032-84.6% |
| Participant deferral / active EE | $2,191 | $5,394-59.4% | $6,247-64.9% | $3,224-32.0% |
| Admin fee / account holder | $85 | $128-33.7% | $9,243-99.1% | $110-23.0% |