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 |
|---|---|---|
PENSYS, INC.2+ years Service code 13 · EIN 68-0348235 | Contract Administrator | $5,040 |
CCM PARTNERS, LP2+ years Service code 19 · EIN 94-6736048 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $45,810 | $52,884-13.4% | $84,750-45.9% | $55,167-17.0% |
| Participation rate | 21.4% | 67.5%-46.1pp | 76.6%-55.2pp | 69.0%-47.6pp |
| Annual return | 10.62% | 18.03%-7.4pp | 22.78%-12.2pp | 169.23%-158.6pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $687 | $2,644-74.0% | $3,712-81.5% | $3,054-77.5% |
| Admin fee / account holder | $148 | $581-74.5% | $5,332-97.2% | $504-70.6% |