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 & ASSOCIATES2 years Service code 16 12890 OLD SEWARD HIGHWAY · ANCHORAGE, AK 99515 | Consulting | $10,496 |
PROFESSIONAL BENEFIT SERVICES5+ years Service code 49 · EIN 93-0998477 1193 ROYVONNE ST, SE SUITE 22 · SALEM, OR 97302 | Other Services | $3,065 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $1,252 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $618 |
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 | $42,946 | $50,666-15.2% | $76,817-44.1% | $65,185-34.1% |
| Participation rate | 56.5% | 68.8%-12.3pp | 72.1%-15.6pp | 70.2%-13.7pp |
| Annual return | 19.76% | 28.51%-8.8pp | 1166.11%-1146.3pp | 29.38%-9.6pp |
| Employer contribution / active EE | $1,739 | $1,575+10.4% | $2,302-24.5% | $2,177-20.1% |
| Participant deferral / active EE | $3,895 | $2,647+47.2% | $3,336+16.8% | $3,514+10.8% |
| Admin fee / account holder | $3 | $463-99.4% | $6,420-100.0% | $847-99.7% |