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 34-1140070 | Contract Administrator | $18,480 |
Filed as: DUNBAR, BENDER & ZAPF, INC Service code 13 · EIN 25-1650062 | Contract Administrator | $1,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,410 | $55,453-41.6% | $170,442-81.0% | $62,292-48.0% |
| Participation rate | 43.5% | 66.4%-22.9pp | 83.6%-40.1pp | 69.5%-26.0pp |
| Annual return | 15.73% | 21.38%-5.6pp | 205.93%-190.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $469 | $2,164-78.3% | $5,433-91.4% | $2,042-77.0% |
| Participant deferral / active EE | $938 | $2,303-59.3% | $4,939-81.0% | $3,169-70.4% |
| Admin fee / account holder | $302 | $455-33.6% | $13,880-97.8% | $479-37.0% |