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 BENEFITS2 years Service code 15 · EIN 94-2326862 | Recordkeeping | $80,079 |
ASCENSUS LLC1 year Filed as: PORTICO WEALTH ADVISORS, LLC Service code 28 · EIN 27-1799818 | Investment Management | $8,439 |
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.
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 | $4,272 | $46,219-90.8% | $89,391-95.2% | $90,288-95.3% |
| Participation rate | 66.4% | 44.9%+21.5pp | 68.0%-1.6pp | 73.4%-7.0pp |
| Annual return | 42.42% | 25.71%+16.7pp | 245.62%-203.2pp | 53.97%-11.5pp |
| Employer contribution / active EE | $55 | $953-94.2% | $2,586-97.9% | $2,524-97.8% |
| Participant deferral / active EE | $1,868 | $2,136-12.5% | $3,890-52.0% | $4,232-55.9% |
| Admin fee / account holder | $56 | $147-61.7% | $4,881-98.8% | $114-50.6% |