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 |
|---|---|---|
TRI-AD ACTUARIES, INC.1+ years Filed as: TRI-AD ACTUARIES, INC Service code 13 · EIN 95-2887986 | Contract Administrator | $2,565 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $64,675 | $42,546+52.0% | $71,796-9.9% | $55,167+17.2% |
| Participation rate | 48.0% | 59.1%-11.1pp | 69.1%-21.1pp | 69.0%-21.0pp |
| Annual return | 56.56% | 12.36%+44.2pp | 78.04%-21.5pp | 169.23%-112.7pp |
| Employer contribution / active EE | $291 | $803-63.8% | $1,924-84.9% | $1,963-85.2% |
| Participant deferral / active EE | $1,092 | $2,064-47.1% | $2,794-60.9% | $3,054-64.2% |
| Admin fee / account holder | $24 | $650-96.4% | $4,815-99.5% | $504-95.3% |