See peer percentile detail. $4.99 for your first month.
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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 | $14,785 |
Filed as: TAX SHELTERED COMPENSATION INC Service code 13 | Contract Administrator | $9,296 |
TAX SHELTERED COMPENSATION, INC.7+ years Filed as: TSC, INC Service code 13 · EIN 41-0955056 7300 METRO BOULEVARD · EDINA, MN 554394500 | Contract Administrator | $7,451 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $5,781 |
NATIONWIDE7+ years Service code 21 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $3,319 |
CETERA ADVISOR NETWORKS LLC7+ years Service code 27 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 902455672 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,607 | $65,061-49.9% | $143,757-77.3% | $66,914-51.3% |
| Participation rate | 58.3% | 65.2%-6.9pp | 80.3%-22.1pp | 69.8%-11.6pp |
| Annual return | -13.83% | -11.14%-2.7pp | -0.04%-13.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $778 | $2,361-67.0% | $4,951-84.3% | $2,544-69.4% |
| Participant deferral / active EE | $1,392 | $2,919-52.3% | $5,637-75.3% | $4,237-67.1% |
| Admin fee / account holder | $499 | $502-0.6% | $14,673-96.6% | $593-15.9% |