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 | $26,730 |
DUNBAR, BENDER & ZAPF, INC.3 years Filed as: DUNBAR BENDER & ZAPF INC. Service code 13 · EIN 25-1650062 | Contract Administrator | $2,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,518 | $59,402-11.6% | $93,654-43.9% | $74,546-29.5% |
| Participation rate | 64.7% | 59.7%+5.1pp | 68.7%-4.0pp | 67.2%-2.5pp |
| Annual return | 9.50% | 81.86%-72.4pp | 133.34%-123.8pp | 1366.03%-1356.5pp |
| Employer contribution / active EE | $566 | $1,265-55.3% | $2,421-76.6% | $2,624-78.4% |
| Participant deferral / active EE | $3,544 | $3,049+16.3% | $4,413-19.7% | $4,347-18.5% |
| Admin fee / account holder | $250 | $3,023-91.7% | $8,282-97.0% | $1,944-87.1% |