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 | $71,840 |
Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 10 · EIN 39-1126909 | Accounting | $57,135 |
UNION INSURANCE GROUP6 years Service code 10 · EIN 36-4226088 | Accounting | $39,744 |
BAUMAN ASSOCIATES7 years Filed as: BAUMAN ASSOCIATES LTD Service code 10 · EIN 39-1277627 | Accounting | $26,060 |
ANDCO CONSULTING5 years Filed as: ANDCO CONSULTING LLC Service code 16 · EIN 59-3676225 | Consulting | $24,000 |
GREEN BAY ELECTRICAL WORKERS6 years Service code 15 · EIN 39-0940777 | Recordkeeping | $8,213 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $144,205 | $106,236+35.7% | $112,228+28.5% | $64,808+122.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -15.55% | -6.02%-9.5pp | 27.45%-43.0pp | 32.82%-48.4pp |
| Employer contribution / active EE | $7,167 | $3,166+126.4% | $3,635+97.2% | $2,506+186.0% |
| Participant deferral / active EE | $502 | $3,785-86.7% | $4,728-89.4% | $4,310-88.3% |
| Admin fee / account holder | $494 | $452+9.5% | $6,410-92.3% | $188+163.3% |