Filed March 22, 2021
Total covered: 21 employees
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 |
|---|---|---|
PRONVEST3 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $29,064 |
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 | $25,144 | $45,382-44.6% | $154,107-83.7% | $75,289-66.6% |
| Participation rate | 18.3% | 65.9%-47.6pp | 83.0%-64.8pp | 72.4%-54.2pp |
| Annual return | -3.38% | -0.47%-2.9pp | 735.12%-738.5pp | -0.04%-3.3pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $614 | $2,384-74.3% | $5,081-87.9% | $3,739-83.6% |
| Admin fee / account holder | $75 | $89-16.4% | $13,411-99.4% | $102-27.0% |