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 |
|---|---|---|
GROUP HEALTH & BENEFIT ADMIN1+ years Service code 13 546 MAIN STREET, SUITE 101 · WORCESTER, MA 01608 | Contract Administrator | $1,575 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $14,872 | $44,229-66.4% | $155,790-90.5% | $55,191-73.1% |
| Participation rate | 24.5% | 60.8%-36.4pp | 76.1%-51.6pp | 69.2%-44.7pp |
| Annual return | -2.41% | 0.37%-2.8pp | 71.54%-74.0pp | 10.78%-13.2pp |
| Employer contribution / active EE | $0 | $1,317-100.0% | $3,836-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $941 | $2,851-67.0% | $4,797-80.4% | $3,046-69.1% |
| Admin fee / account holder | $9 | $86-89.8% | $7,478-99.9% | $91-90.3% |