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 | $23,160 |
GREEN HASSON JANKS2+ years Service code 10 · EIN 95-1777440 | Accounting | $20,800 |
BENEFITS FUNDING SERVICES GROUP2+ years Service code 16 · EIN 20-8532658 | Consulting | $20,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,764 | $58,758+5.1% | $70,014-11.8% | $63,975-3.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 71.8%+28.2pp | 71.1%+28.9pp |
| Annual return | 6.79% | 18.05%-11.3pp | 12.99%-6.2pp | 48.65%-41.9pp |
| Employer contribution / active EE | $1,669 | $1,973-15.4% | $2,338-28.6% | $2,182-23.5% |
| Participant deferral / active EE | $5,046 | $2,912+73.3% | $2,931+72.2% | $3,356+50.3% |
| Admin fee / account holder | $44 | $71-38.5% | $4,380-99.0% | $70-38.0% |