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 |
|---|---|---|
PREMIER PLAN CONSULTANTS2 years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 612 FERRIS SQ STE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $3,725 |
TBS AGENCY INC4 years Service code 53 · EIN 52-1473914 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 525568757 | Insurance Commissions | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,130 | $56,152-82.0% | $185,823-94.5% | $73,409-86.2% |
| Participation rate | 78.6% | 67.6%+11.1pp | 78.0%+0.6pp | 72.2%+6.4pp |
| Annual return | 20.99% | 17.59%+3.4pp | 35.95%-15.0pp | 59.29%-38.3pp |
| Employer contribution / active EE | $4 | $1,532-99.8% | $4,087-99.9% | $2,234-99.8% |
| Participant deferral / active EE | $1,683 | $3,659-54.0% | $5,632-70.1% | $3,805-55.8% |
| Admin fee / account holder | $15 | $132-89.0% | $9,500-99.8% | $158-90.8% |