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 |
|---|---|---|
FEJES & ASSOCIATES1 year Service code 16 12890 OLD SEWARD HIGHWAY · ANCHORAGE, AK 99515 | Consulting | $13,384 |
PROFESSIONAL BENEFIT SERVICES4+ years Service code 49 · EIN 93-0998477 1193 ROYVONNE ST, SE SUITE 22 · SALEM, OR 97302 | Other Services | $3,943 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $914 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,324 | $54,726-42.8% | $68,793-54.5% | $64,186-51.2% |
| Participation rate | 66.0% | 68.0%-2.0pp | 72.2%-6.2pp | 69.6%-3.6pp |
| Annual return | -6.91% | -1.62%-5.3pp | -4.63%-2.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,838 | $1,846-0.4% | $2,625-30.0% | $2,381-22.8% |
| Participant deferral / active EE | $4,411 | $2,626+68.0% | $3,311+33.2% | $3,470+27.1% |
| Admin fee / account holder | $0 | $4,027-100.0% | $5,131-100.0% | $4,888-100.0% |