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 |
|---|---|---|
CARPENTER MORSE GROUP1 year Service code 37 · EIN 81-4636200 | Loan Processing | $5,260 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $54,344 | $62,267-12.7% | $110,238-50.7% | $55,725-2.5% |
| Participation rate | 60.9% | 78.1%-17.2pp | 79.8%-18.9pp | 70.9%-10.0pp |
| Annual return | -5.91% | -1.07%-4.8pp | 314.74%-320.7pp | 244.93%-250.8pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,826-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,498 | $3,516+27.9% | $4,672-3.7% | $3,356+34.0% |
| Admin fee / account holder | $290 | $121+140.2% | $8,547-96.6% | $115+152.1% |