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 |
|---|---|---|
AMERIBEN2+ years Filed as: AMERIBEN/IEC GROUP Service code 15 · EIN 82-0296121 P. O. BOX 7186 · BOISE, ID 83707 | Recordkeeping | $3,700 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $19,491 | $46,761-58.3% | $106,619-81.7% | $57,658-66.2% |
| Participation rate | 46.4% | 56.9%-10.5pp | 78.0%-31.6pp | 70.2%-23.8pp |
| Annual return | 5.25% | 15.77%-10.5pp | 9.42%-4.2pp | 5.13%+0.1pp |
| Employer contribution / active EE | $177 | $1,274-86.1% | $3,947-95.5% | $1,974-91.0% |
| Participant deferral / active EE | $954 | $1,954-51.2% | $3,930-75.7% | $3,061-68.8% |
| Admin fee / account holder | $54 | $97-44.1% | $6,418-99.2% | $95-42.8% |