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 · EIN 35-1140070 | Contract Administrator | $25,296 |
PENSION STRATEGIES, LLC1 year Service code 15 · EIN 20-0333992 | Recordkeeping | $4,444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,466 | $39,819-41.1% | $67,834-65.4% | $57,658-59.3% |
| Participation rate | 28.6% | 61.2%-32.6pp | 68.8%-40.2pp | 70.2%-41.6pp |
| Annual return | 10.89% | 9.19%+1.7pp | 138.47%-127.6pp | 5.13%+5.8pp |
| Employer contribution / active EE | $268 | $1,277-79.0% | $2,403-88.8% | $1,974-86.4% |
| Participant deferral / active EE | $1,002 | $2,209-54.6% | $3,160-68.3% | $3,061-67.2% |
| Admin fee / account holder | $106 | $84+26.7% | $4,622-97.7% | $95+12.0% |