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: JOHN HANCOCK Service code 14 · EIN 04-1414660 | Plan Administrator | $176,100 |
REHN & ASSOCIATES4+ years Service code 13 · EIN 91-1008626 | Contract Administrator | $61,932 |
VERUS4+ years Service code 16 · EIN 91-1320111 | Consulting | $55,000 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $42,203 |
TURNER, STOEVE & GAGLIARDI, P.S.4+ years Service code 29 · EIN 91-1282506 | Legal | $20,832 |
WASHINGTON TRUST BANK3 years Service code 28 · EIN 91-0462347 | Investment Management | $7,854 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $123,816 | $60,396+105.0% | $83,848+47.7% | $75,289+64.5% |
| Participation rate | 40.4% | 80.7%-40.4pp | 76.1%-35.8pp | 72.4%-32.1pp |
| Annual return | -3.36% | 3.84%-7.2pp | 850.88%-854.2pp | -0.04%-3.3pp |
| Employer contribution / active EE | $3,285 | $3,343-1.7% | $3,631-9.5% | $2,405+36.6% |
| Participant deferral / active EE | $2 | $2,922-99.9% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $265 | $141+87.7% | $5,478-95.2% | $102+159.1% |