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 | $57,229 |
CADENCE BANK1 year Filed as: CADENCE INSURANCE INC. Service code 49 | Other Services | $28,129 |
ALLIANCE BENEFIT GROUP6 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 · EIN 76-0500416 | Other Services | $12,251 |
CADENCE BANK1 year Filed as: CADENCE INSURANCE INC Service code 49 · EIN 72-1381997 | Other Services | $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 | $198,902 | $65,061+205.7% | $143,757+38.4% | $66,914+197.2% |
| Participation rate | 94.0% | 65.2%+28.8pp | 80.3%+13.7pp | 69.8%+24.2pp |
| Annual return | -15.29% | -11.14%-4.2pp | -0.04%-15.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $9,257 | $2,361+292.1% | $4,951+87.0% | $2,544+263.8% |
| Participant deferral / active EE | $5,914 | $2,919+102.6% | $5,637+4.9% | $4,237+39.6% |
| Admin fee / account holder | $343 | $502-31.7% | $14,673-97.7% | $593-42.2% |