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 9-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 |
|---|---|---|
PAI2 years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $19,635 |
DFPG INVESTMENTS INC1 year Filed as: DFPG INVESTMENTS, LLC Service code 27 9017 S RIVERSIDE DRIVE #200 · SANDY, UT 84070 | Advisory (Plan) | $16,293 |
PAI1 year Filed as: PAI TRUST Service code 19 3904 W. TECHNOLOGY CIRCLE · SOUIX FALLS, SD 57106 | Securities Custodian | $7,248 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,121 | $66,601-80.3% | $92,893-85.9% | $67,579-80.6% |
| Participation rate | 69.3% | 72.5%-3.2pp | 76.0%-6.7pp | 71.3%-2.0pp |
| Annual return | 22.67% | 92.58%-69.9pp | 109.41%-86.7pp | 378.56%-355.9pp |
| Employer contribution / active EE | $2,474 | $2,775-10.9% | $3,653-32.3% | $2,148+15.2% |
| Participant deferral / active EE | $2,313 | $3,157-26.7% | $4,236-45.4% | $3,539-34.6% |
| Admin fee / account holder | $136 | $199-31.6% | $5,794-97.7% | $142-4.4% |