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 |
|---|---|---|
PLAN DESIGN CONSULTANTS, INC.3+ years Service code 15 1111 TRITON DRIVE · FOSTER CITY, CA 94404 | Recordkeeping | $497 |
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.
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 | $26,789 | $52,639-49.1% | $185,117-85.5% | $62,292-57.0% |
| Participation rate | 60.1% | 63.9%-3.8pp | 77.3%-17.2pp | 69.5%-9.4pp |
| Annual return | 15.94% | 19.57%-3.6pp | 40.50%-24.6pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,537 | $3,097-50.4% | $5,045-69.5% | $3,169-51.5% |
| Admin fee / account holder | $25 | $374-93.3% | $8,159-99.7% | $479-94.8% |