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 | $10,787 |
PENSION PERFORMANCE, INC.4 years Filed as: PENSION PERFORMANCE INC Service code 13 · EIN 36-4136186 2551 DIVISION ST · JOLIET, IL 60435 | Contract Administrator | $8,713 |
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL NICOLAUS AND CO INC Service code 55 · EIN 43-0538770 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $5,940 |
Filed as: GREAT WEST LIFE AND ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $781 |
Filed as: THE BENEFITS CONSULTING GROUP Service code 49 · EIN 36-3533281 | Other Services | $0 |
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 | $62,719 | $70,908-11.5% | $98,907-36.6% | $73,488-14.7% |
| Participation rate | 96.9% | 73.8%+23.2pp | 76.0%+20.9pp | 70.7%+26.2pp |
| Annual return | 11.76% | 34.17%-22.4pp | 196.43%-184.7pp | 28.51%-16.8pp |
| Employer contribution / active EE | $5,328 | $2,036+161.6% | $2,689+98.1% | $2,270+134.7% |
| Participant deferral / active EE | $7,956 | $3,500+127.3% | $4,244+87.4% | $3,740+112.7% |
| Admin fee / account holder | $221 | $535-58.8% | $6,642-96.7% | $513-57.0% |