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 |
|---|---|---|
THE BENEFIT ADVANTAGE, INC.3+ years Filed as: THE BENEFIT ADVANTAGE INC Service code 10 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Accounting | $795 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $658 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,477 | $36,767-87.8% | $81,478-94.5% | $62,292-92.8% |
| Participation rate | 71.4% | 54.4%+17.0pp | 68.0%+3.5pp | 69.5%+1.9pp |
| Annual return | 21.61% | 173.80%-152.2pp | 38.78%-17.2pp | 28.90%-7.3pp |
| Employer contribution / active EE | $286 | $1,128-74.7% | $2,568-88.9% | $2,042-86.0% |
| Participant deferral / active EE | $1,058 | $2,111-49.9% | $3,537-70.1% | $3,169-66.6% |
| Admin fee / account holder | $14 | $797-98.3% | $4,561-99.7% | $479-97.2% |