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 13 101 E GRAND AVE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $9,583 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,825 |
Filed as: PLAN TECH, LLP Service code 13 2205 CAHABA VALLEY DR · BIRMINGHAM, AL 35242 | Contract Administrator | $950 |
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 | $59,906 | $51,288+16.8% | $81,983-26.9% | $73,409-18.4% |
| Participation rate | 61.6% | 64.0%-2.4pp | 69.2%-7.7pp | 72.2%-10.6pp |
| Annual return | 13.37% | 29.48%-16.1pp | 41.31%-27.9pp | 59.29%-45.9pp |
| Employer contribution / active EE | $2,486 | $1,487+67.2% | $2,498-0.5% | $2,234+11.3% |
| Participant deferral / active EE | $4,066 | $2,715+49.8% | $3,722+9.3% | $3,805+6.9% |
| Admin fee / account holder | $17 | $125-86.1% | $5,664-99.7% | $158-89.0% |