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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES LLC Service code 13 · EIN 16-1503696 | Contract Administrator | $32,043 |
COHEN & STEERS1 year Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $12,296 |
QUAN-VEST CONSULTANTS, INC.3 years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $5,170 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,184 | $37,317-88.8% | $77,024-94.6% | $77,904-94.6% |
| Participation rate | 100.0% | 46.9%+53.1pp | 67.9%+32.1pp | 73.7%+26.3pp |
| Annual return | -7.85% | -5.88%-2.0pp | 42.32%-50.2pp | 12.21%-20.1pp |
| Employer contribution / active EE | $640 | $1,218-47.4% | $2,812-77.2% | $2,848-77.5% |
| Participant deferral / active EE | $160 | $2,564-93.8% | $4,426-96.4% | $4,806-96.7% |
| Admin fee / account holder | $45 | $126-64.1% | $5,425-99.2% | $133-66.0% |