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.4+ years Service code 15 1111 TRITON DRIVE · FOSTER CITY, CA 94404 | Recordkeeping | $888 |
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 | $25,939 | $48,576-46.6% | $169,463-84.7% | $56,287-53.9% |
| Participation rate | 60.8% | 65.8%-5.1pp | 77.8%-17.0pp | 69.9%-9.1pp |
| Annual return | -7.02% | -2.51%-4.5pp | 1.83%-8.9pp | -9.96%+2.9pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,159-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,910 | $3,275-41.7% | $5,277-63.8% | $3,350-43.0% |
| Admin fee / account holder | $29 | $435-93.3% | $9,109-99.7% | $521-94.4% |