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 17 · EIN 13-5674085 | Pension Consulting | $30,352 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,456 |
Filed as: DUNBAR BENDER & ZAPF INC Service code 13 | Contract Administrator | $3,016 |
DUBAR BENDER & ZAPF1 year Filed as: DUBAR BENDER & ZAPF INC Service code 13 · EIN 25-1650062 | Contract Administrator | $1,725 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $90,267 | $101,317-10.9% | $146,958-38.6% | $74,495+21.2% |
| Participation rate | 76.8% | 75.5%+1.3pp | 82.2%-5.4pp | 67.2%+9.6pp |
| Annual return | 12.54% | 8730.91%-8718.4pp | 418.34%-405.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,644 | $3,810-30.6% | $4,933-46.4% | $2,623+0.8% |
| Participant deferral / active EE | $6,419 | $7,303-12.1% | $8,070-20.5% | $4,346+47.7% |
| Admin fee / account holder | $579 | $1,739-66.7% | $12,998-95.5% | $1,942-70.2% |