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 | $35,469 |
Filed as: THE BENEFITS CONSULTING GROUP, INC. Service code 13 · EIN 36-3533281 | Contract Administrator | $30,677 |
Service code 27 · EIN 52-2170874 | Advisory (Plan) | $6,128 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,273 | $50,982-54.3% | $154,803-85.0% | $85,563-72.8% |
| Participation rate | 73.9% | 59.8%+14.1pp | 78.1%-4.2pp | 66.0%+7.9pp |
| Annual return | 12.12% | 30.35%-18.2pp | 58.88%-46.8pp | 31.51%-19.4pp |
| Employer contribution / active EE | $685 | $1,708-59.9% | $4,305-84.1% | $2,654-74.2% |
| Participant deferral / active EE | $1,486 | $2,474-39.9% | $5,540-73.2% | $4,375-66.0% |
| Admin fee / account holder | $183 | $846-78.4% | $14,329-98.7% | $834-78.1% |