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 |
|---|---|---|
Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $25,067 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 13 1193 ROYVONNE AVE SE · SALEM, OR 97302 | Contract Administrator | $2,700 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,279 | $65,061-39.6% | $143,757-72.7% | $66,914-41.3% |
| Participation rate | 52.9% | 65.2%-12.3pp | 80.3%-27.4pp | 69.8%-16.9pp |
| Annual return | -14.38% | -11.14%-3.2pp | -0.04%-14.3pp | 1.58%-16.0pp |
| Employer contribution / active EE | $292 | $2,361-87.6% | $4,951-94.1% | $2,544-88.5% |
| Participant deferral / active EE | $1,532 | $2,919-47.5% | $5,637-72.8% | $4,237-63.9% |
| Admin fee / account holder | $164 | $502-67.3% | $14,673-98.9% | $593-72.3% |