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 |
|---|---|---|
PBMARES, LLP1 year Filed as: PBMARES LLP Service code 13 701 TOWN CENTER DR · NEWPORT NEWS, VA 23606 | Contract Administrator | $6,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,610 | $55,415-28.5% | $155,509-74.5% | $74,495-46.8% |
| Participation rate | 60.3% | 61.9%-1.6pp | 78.2%-17.9pp | 67.2%-6.9pp |
| Annual return | 11.63% | 268.50%-256.9pp | 64.67%-53.0pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,512 | $2,267-33.3% | $4,672-67.6% | $2,623-42.4% |
| Participant deferral / active EE | $2,472 | $2,836-12.8% | $5,626-56.1% | $4,346-43.1% |
| Admin fee / account holder | $45 | $1,738-97.4% | $15,912-99.7% | $1,942-97.7% |