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 | $85,515-27.6% | $112,040-44.7% | $67,986-8.9% |
| Participation rate | 91.8% | 68.2%+23.6pp | 76.5%+15.3pp | 57.2%+34.6pp |
| Annual return | 17.78% | 29.68%-11.9pp | 24.52%-6.7pp | 31.67%-13.9pp |
| Employer contribution / active EE | $1,529 | $2,191-30.2% | $2,954-48.2% | $2,019-24.2% |
| Participant deferral / active EE | $5,978 | $4,014+48.9% | $5,098+17.3% | $3,358+78.0% |
| Admin fee / account holder | $522 | $3,774-86.2% | $12,098-95.7% | $3,203-83.7% |