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 |
|---|---|---|
DH INSURANCE SERVICES, INC.1 year Service code 49 | Other Services | $29,550 |
HICKS PENSION SERVICES1 year Filed as: CENTRAL ADMINISTRATIVE SERVICES INC Service code 13 · EIN 94-2158860 | Contract Administrator | $5,483 |
Filed as: PRINCIPAL INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $1,989 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,057 | $53,162+29.9% | $91,220-24.3% | $68,494+0.8% |
| Participation rate | 79.0% | 63.2%+15.8pp | 73.2%+5.8pp | 67.9%+11.1pp |
| Annual return | -16.98% | -3.14%-13.8pp | 114.01%-131.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $5,090 | $1,709+197.8% | $2,850+78.6% | $2,596+96.1% |
| Participant deferral / active EE | $13,455 | $2,974+352.5% | $4,234+217.8% | $4,027+234.1% |
| Admin fee / account holder | $43 | $4,493-99.0% | $5,420-99.2% | $5,403-99.2% |