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 | $57,821 |
Service code 49 · EIN 86-0993667 | Other Services | $17,673 |
Filed as: UNITED PLANNERS' FINANCIAL SERVICES Service code 49 · EIN 86-0588303 | Other Services | $9,057 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES, INC Service code 13 · EIN 16-1186135 | Contract Administrator | $5,330 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVCES, INC. Service code 13 | Contract Administrator | $2,673 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,951 | $87,870-29.5% | $113,168-45.3% | $74,304-16.6% |
| Participation rate | 91.8% | 70.7%+21.1pp | 76.6%+15.3pp | 60.3%+31.5pp |
| Annual return | 17.78% | 26.44%-8.7pp | 24.27%-6.5pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,529 | $2,277-32.8% | $2,975-48.6% | $2,241-31.8% |
| Participant deferral / active EE | $5,978 | $4,241+41.0% | $5,107+17.1% | $3,767+58.7% |
| Admin fee / account holder | $522 | $3,368-84.5% | $12,068-95.7% | $2,969-82.4% |