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.1 year Service code 13 · EIN 68-0348235 | Contract Administrator | $2,364 |
CCM PARTNERS, LP1 year Service code 72 · EIN 94-6736048 | Other investment fees and expenses | $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.
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 | $49,393 | $46,732+5.7% | $156,549-68.4% | $55,167-10.5% |
| Participation rate | 11.9% | 65.8%-53.9pp | 84.0%-72.1pp | 69.0%-57.1pp |
| Annual return | 6.89% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $300 | $2,204-86.4% | $4,871-93.8% | $3,054-90.2% |
| Admin fee / account holder | $124 | $418-70.3% | $13,027-99.0% | $504-75.3% |