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 |
|---|---|---|
Filed as: PLAN VISION Service code 27 17400 25TH AVENUE N · PLYMOUTH, MN 55447 | Advisory (Plan) | $6,995 |
Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $6,442 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $11,332 | $55,453-79.6% | $170,442-93.4% | $62,292-81.8% |
| Participation rate | 58.6% | 66.4%-7.8pp | 83.6%-25.0pp | 69.5%-10.9pp |
| Annual return | 55.60% | 21.38%+34.2pp | 205.93%-150.3pp | 28.90%+26.7pp |
| Employer contribution / active EE | $815 | $2,164-62.3% | $5,433-85.0% | $2,042-60.1% |
| Participant deferral / active EE | $1,071 | $2,303-53.5% | $4,939-78.3% | $3,169-66.2% |
| Admin fee / account holder | $48 | $455-89.4% | $13,880-99.7% | $479-90.0% |