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 9-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 42-0127290 | Contract Administrator | $21,523 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES INC Service code 13 | Contract Administrator | $11,625 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $2,731 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES Service code 13 · EIN 62-1200951 | Contract Administrator | $1,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,765 | $55,002-38.6% | $59,878-43.6% | $56,287-40.0% |
| Participation rate | 53.9% | 75.9%-22.0pp | 74.7%-20.8pp | 69.9%-16.0pp |
| Annual return | 11.31% | 1.13%+10.2pp | 3.46%+7.9pp | -9.96%+21.3pp |
| Employer contribution / active EE | $846 | $2,448-65.4% | $2,722-68.9% | $2,111-59.9% |
| Participant deferral / active EE | $2,223 | $3,121-28.8% | $3,402-34.7% | $3,350-33.7% |
| Admin fee / account holder | $138 | $236-41.5% | $3,590-96.2% | $521-73.5% |