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 13 · EIN 06-1188287 | Contract Administrator | $51,190 |
FUTURE BENEFITS4+ years Service code 15 · EIN 06-1217398 | Recordkeeping | $18,936 |
REID & RIEGE, P.C.4+ years Service code 29 · EIN 06-0867204 | Legal | $10,431 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $8,475 |
NEWPORT GROUP, INC.4+ years Filed as: THE NEWPORT GROUP Service code 13 · EIN 62-1868111 | Contract Administrator | $7,754 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,260 | $56,443-51.7% | $83,848-67.5% | $55,725-51.1% |
| Participation rate | 99.7% | 72.0%+27.7pp | 76.1%+23.5pp | 70.9%+28.8pp |
| Annual return | -4.45% | 393.67%-398.1pp | 850.88%-855.3pp | 244.93%-249.4pp |
| Employer contribution / active EE | $2,067 | $2,682-22.9% | $3,631-43.1% | $2,078-0.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $295 | $156+88.5% | $5,478-94.6% | $115+155.7% |