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 | $303,224 |
Filed as: SEIU NATIONAL INDUSTRY PENSION FUND Service code 13 · EIN 52-0812348 | Contract Administrator | $61,237 |
Filed as: SEIU AFFILIATES OFFICERS AND Service code 13 · EIN 52-0812348 | Contract Administrator | $28,401 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $12,000 |
MARQUETTE ASSOCIATES9+ 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 | $8,216 |
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 | $55,135 | $52,660+4.7% | $86,612-36.3% | $80,160-31.2% |
| Participation rate | 100.0% | 62.4%+37.6pp | 71.7%+28.3pp | 72.9%+27.1pp |
| Annual return | 17.63% | 24.87%-7.2pp | 591.07%-573.4pp | 40.38%-22.8pp |
| Employer contribution / active EE | $2,033 | $2,140-5.0% | $3,022-32.7% | $2,978-31.7% |
| Participant deferral / active EE | $6,185 | $3,215+92.4% | $4,438+39.4% | $5,017+23.3% |
| Admin fee / account holder | $235 | $113+108.6% | $5,614-95.8% | $145+62.3% |