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 | $135,270 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $50,792 |
SCHNEIDER DOWNS & CO., INC.2 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $14,013 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,104 | $92,055-27.1% | $106,213-36.8% | $77,643-13.6% |
| Participation rate | 92.8% | 81.0%+11.8pp | 75.3%+17.6pp | 70.6%+22.3pp |
| Annual return | 12.82% | 17.91%-5.1pp | 116.14%-103.3pp | 31.24%-18.4pp |
| Employer contribution / active EE | $908 | $3,367-73.0% | $3,171-71.4% | $2,726-66.7% |
| Participant deferral / active EE | $3,069 | $5,386-43.0% | $5,016-38.8% | $4,647-34.0% |
| Admin fee / account holder | $152 | $219-30.6% | $11,033-98.6% | $430-64.7% |