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 | $233,539 |
Filed as: SEIU NATIONAL INDUSTRY PENSION FUND Service code 13 · EIN 52-0812348 | Contract Administrator | $56,223 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $11,500 |
MARQUETTE ASSOCIATES8+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $10,000 |
Filed as: MOONEY, GREEN, BAKER & SAIDON PC Service code 29 · EIN 52-1958229 | Legal | $5,104 |
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 | $45,929 | $43,113+6.5% | $82,719-44.5% | $77,904-41.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.6%+27.4pp | 73.7%+26.3pp |
| Annual return | -14.40% | 2.60%-17.0pp | 701.18%-715.6pp | 12.21%-26.6pp |
| Employer contribution / active EE | $1,833 | $1,924-4.8% | $3,009-39.1% | $2,848-35.6% |
| Participant deferral / active EE | $6,064 | $3,057+98.4% | $4,395+38.0% | $4,806+26.2% |
| Admin fee / account holder | $208 | $102+103.7% | $5,329-96.1% | $133+57.1% |