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: PREMIER RETIREMENT SERVICES INC Service code 13 · EIN 93-1327877 | Contract Administrator | $21,477 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,977 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,450 | $129,021-4.3% | $184,203-33.0% | $77,643+59.0% |
| Participation rate | 98.5% | 87.3%+11.2pp | 86.8%+11.7pp | 70.6%+28.0pp |
| Annual return | 15.92% | 33.27%-17.4pp | 28.81%-12.9pp | 31.24%-15.3pp |
| Employer contribution / active EE | $3,589 | $4,413-18.7% | $6,427-44.2% | $2,726+31.7% |
| Participant deferral / active EE | $9,930 | $7,297+36.1% | $9,131+8.7% | $4,647+113.7% |
| Admin fee / account holder | $28 | $254-89.1% | $13,901-99.8% | $430-93.6% |