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 ADMINISTRATIVE SERVIC Service code 12 · EIN 16-1503696 | Trustee (directed); Participant commu... | $23,264 |
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 | $28,810 | $60,165-52.1% | $74,183-61.2% | $55,167-47.8% |
| Participation rate | 79.7% | 74.2%+5.5pp | 76.6%+3.1pp | 69.0%+10.7pp |
| Annual return | 6.35% | 10.00%-3.6pp | 17.74%-11.4pp | 169.23%-162.9pp |
| Employer contribution / active EE | $950 | $1,600-40.6% | $2,370-59.9% | $1,963-51.6% |
| Participant deferral / active EE | $2,412 | $2,973-18.9% | $3,550-32.1% | $3,054-21.0% |
| Admin fee / account holder | $215 | $419-48.6% | $5,586-96.1% | $504-57.3% |