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 7-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 15 · EIN 13-3689044 | Recordkeeping | $38,629 |
PLANTECH, LLP2+ years Filed as: PLANTECH LLP Service code 15 · EIN 72-1386027 | Recordkeeping | $29,819 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $23,788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,636 | $40,522-21.9% | $84,611-62.6% | $67,579-53.2% |
| Participation rate | 41.3% | 51.1%-9.8pp | 68.2%-26.9pp | 71.3%-30.0pp |
| Annual return | 19.05% | 32.72%-13.7pp | 258.74%-239.7pp | 378.56%-359.5pp |
| Employer contribution / active EE | $10 | $1,146-99.1% | $2,652-99.6% | $2,148-99.5% |
| Participant deferral / active EE | $2,192 | $2,132+2.8% | $3,899-43.8% | $3,539-38.1% |
| Admin fee / account holder | $230 | $145+58.2% | $4,912-95.3% | $142+61.6% |