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: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $16,964 |
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 | $27,775 | $27,330+1.6% | $67,711-59.0% | $55,191-49.7% |
| Participation rate | 17.9% | 47.5%-29.6pp | 67.5%-49.6pp | 69.2%-51.2pp |
| Annual return | 6.96% | 8.81%-1.9pp | 25.41%-18.5pp | 10.78%-3.8pp |
| Employer contribution / active EE | $297 | $855-65.3% | $2,559-88.4% | $1,899-84.4% |
| Participant deferral / active EE | $1,028 | $1,709-39.9% | $3,585-71.3% | $3,046-66.3% |
| Admin fee / account holder | $195 | $109+78.4% | $4,255-95.4% | $91+114.8% |