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 |
|---|---|---|
Service code 13 · EIN 35-1140070 1300 S CLINTON ST · FORT WAYNE, SC 468012248 | Contract Administrator | $18,108 |
Filed as: 3G RETIREMENT SERVICES LLC Service code 15 · EIN 27-4433997 12 CLUSTERS CT STE A · COLUMBIA, SC 29210 | Recordkeeping | $2,104 |
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.
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 | $28,950 | $47,977-39.7% | $154,107-81.2% | $56,287-48.6% |
| Participation rate | 56.5% | 66.2%-9.6pp | 83.0%-26.5pp | 69.9%-13.3pp |
| Annual return | -1.25% | 3.54%-4.8pp | 735.12%-736.4pp | -9.96%+8.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,369 | $2,392-1.0% | $5,081-53.4% | $3,350-29.3% |
| Admin fee / account holder | $230 | $438-47.6% | $13,411-98.3% | $521-55.9% |