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 7-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 |
|---|---|---|
PRIMARK BENEFITS1 year Service code 15 · EIN 94-2326862 | Recordkeeping | $58,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,088 | $41,617-92.6% | $84,611-96.4% | $77,787-96.0% |
| Participation rate | 65.6% | 45.0%+20.6pp | 68.2%-2.7pp | 73.2%-7.6pp |
| Annual return | 96.95% | 24.97%+72.0pp | 258.74%-161.8pp | 32.57%+64.4pp |
| Employer contribution / active EE | $7 | $1,061-99.3% | $2,652-99.7% | $2,504-99.7% |
| Participant deferral / active EE | $1,935 | $2,129-9.1% | $3,899-50.4% | $3,967-51.2% |
| Admin fee / account holder | $57 | $121-53.1% | $4,912-98.8% | $100-43.3% |