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 |
|---|---|---|
PRIME BENEFITS, INC.1 year Service code 15 · EIN 52-2204662 | Recordkeeping | $15,778 |
Service code 15 · EIN 52-1353934 | Recordkeeping | $8,940 |
Filed as: ELLIN & TUCKER CHARTERED Service code 10 · EIN 52-0959934 | Accounting | $7,000 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,577 |
Annual investment return 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 | $11,635 | $39,948-70.9% | $89,391-87.0% | $73,409-84.2% |
| Participation rate | 79.0% | 50.4%+28.6pp | 68.0%+11.0pp | 72.2%+6.8pp |
| Annual return | 11.79% | 50.12%-38.3pp | 245.62%-233.8pp | 59.29%-47.5pp |
| Employer contribution / active EE | $328 | $1,200-72.6% | $2,586-87.3% | $2,234-85.3% |
| Participant deferral / active EE | $1,455 | $2,193-33.6% | $3,890-62.6% | $3,805-61.8% |
| Admin fee / account holder | $42 | $134-69.0% | $4,881-99.1% | $158-73.7% |