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.2 years Service code 49 · EIN 94-2758380 | Other Services | $26,044 |
HICKS PENSION SERVICES2 years Filed as: CENTRAL ADMINISTRATIVE SERVICES INC Service code 13 · EIN 94-2158860 | Contract Administrator | $4,620 |
Filed as: PRINCIPAL INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $1,383 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,056 | $57,541+56.5% | $95,745-5.9% | $75,163+19.8% |
| Participation rate | 91.5% | 62.5%+29.0pp | 72.3%+19.2pp | 67.2%+24.3pp |
| Annual return | 16.80% | 34.93%-18.1pp | 28.35%-11.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $6,799 | $1,808+276.1% | $2,835+139.8% | $2,670+154.6% |
| Participant deferral / active EE | $18,961 | $3,074+516.8% | $4,245+346.7% | $4,125+359.6% |
| Admin fee / account holder | $38 | $4,099-99.1% | $5,678-99.3% | $5,651-99.3% |