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 42-0127290 | Contract Administrator | $65,419 |
COURIER CAPITAL4 years Filed as: COURIER CAPITAL INC Service code 27 · EIN 81-0710574 | Advisory (Plan) | $24,558 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL CONSULTING SERVICES INC Service code 13 · EIN 16-1186135 | Contract Administrator | $13,400 |
MODERN DISPOSAL SERVICES1 year Service code 10 · EIN 16-0875858 | Accounting | $7,988 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,448 | $41,647+30.7% | $96,139-43.4% | $86,799-37.3% |
| Participation rate | 81.3% | 50.2%+31.0pp | 68.4%+12.8pp | 72.3%+9.0pp |
| Annual return | 15.29% | 27.24%-12.0pp | 191.94%-176.7pp | 97.91%-82.6pp |
| Employer contribution / active EE | $1,377 | $1,318+4.5% | $2,797-50.8% | $2,405-42.8% |
| Participant deferral / active EE | $3,458 | $2,412+43.4% | $4,349-20.5% | $4,131-16.3% |
| Admin fee / account holder | $127 | $169-25.3% | $5,537-97.7% | $170-25.4% |