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 |
|---|---|---|
Service code 13 878 W. AIRPORT RD. · MENASHA, WI 54911 | Contract Administrator | $1,589 |
Filed as: GREAT-WEST LIFE & ANNUTIY INSURANCE Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,419 |
Service code 27 700 REGENT ST. · MADISON, WI 53715 | Advisory (Plan) | $1,295 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,074 | $55,453-36.8% | $170,442-79.4% | $62,292-43.7% |
| Participation rate | 18.9% | 66.4%-47.4pp | 83.6%-64.7pp | 69.5%-50.6pp |
| Annual return | 18.92% | 21.38%-2.5pp | 205.93%-187.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $254 | $2,164-88.3% | $5,433-95.3% | $2,042-87.6% |
| Participant deferral / active EE | $349 | $2,303-84.8% | $4,939-92.9% | $3,169-89.0% |
| Admin fee / account holder | $165 | $455-63.7% | $13,880-98.8% | $479-65.5% |