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 |
|---|---|---|
PRIMARK BENEFITS1 year Filed as: PRIMARK BENEFITS8 Service code 15 · EIN 94-2326862 875 MAHLER ROAD, SUITE 105 · BURLINGAME, CA 94010 | Recordkeeping | $5,703 |
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).
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 | $66,695 | $99,957-33.3% | $149,696-55.4% | $73,488-9.2% |
| Participation rate | 52.6% | 75.7%-23.1pp | 82.5%-29.9pp | 70.7%-18.1pp |
| Annual return | 26.85% | 53.87%-27.0pp | 276.60%-249.8pp | 28.51%-1.7pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,694 | $6,073+59.6% | $6,842+41.7% | $3,740+159.2% |
| Admin fee / account holder | $53 | $551-90.3% | $9,309-99.4% | $513-89.6% |