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 06-1050034 | Contract Administrator | $131,695 |
Filed as: SEIU NATIONAL INDUSTRY PENSION FUND Service code 13 · EIN 52-0812348 | Contract Administrator | $55,651 |
MARQUETTE ASSOCIATES5+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $10,000 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $9,000 |
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 | $42,007 | $44,794-6.2% | $90,281-53.5% | $77,787-46.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 73.3%+26.7pp | 73.2%+26.8pp |
| Annual return | 22.37% | 28.23%-5.9pp | 78.10%-55.7pp | 32.57%-10.2pp |
| Employer contribution / active EE | $853 | $1,809-52.8% | $2,854-70.1% | $2,504-65.9% |
| Participant deferral / active EE | $4,925 | $2,642+86.4% | $3,885+26.8% | $3,967+24.1% |
| Admin fee / account holder | $168 | $94+77.8% | $5,351-96.9% | $100+67.8% |