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 | $29,825 |
THE BENEFIT ADVANTAGE, INC.3 years Service code 13 · EIN 38-3254950 | Contract Administrator | $21,437 |
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL, INC. Service code 27 · EIN 20-1741754 | Advisory (Plan) | $14,377 |
THE BENEFIT ADVANTAGE, INC.3 years Filed as: THE BENEFIT ADVANTAGE Service code 13 · EIN 38-3254950 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,558 | $76,050+34.9% | $96,544+6.2% | $71,457+43.5% |
| Participation rate | 85.8% | 74.4%+11.4pp | 76.0%+9.9pp | 67.9%+17.9pp |
| Annual return | 24.13% | 22.81%+1.3pp | 25.84%-1.7pp | 28.85%-4.7pp |
| Employer contribution / active EE | $3,142 | $2,244+40.0% | $2,965+6.0% | $2,588+21.4% |
| Participant deferral / active EE | $6,909 | $4,215+63.9% | $4,851+42.4% | $4,289+61.1% |
| Admin fee / account holder | $223 | $2,707-91.8% | $8,252-97.3% | $1,587-86.0% |