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 |
|---|---|---|
BENEFITS FUNDING SERVICES GROUP3+ years Service code 16 · EIN 20-8532658 | Consulting | $27,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $25,045 |
GREEN HASSON JANKS3+ years Service code 10 · EIN 95-1777440 | Accounting | $21,900 |
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 | $71,350 | $123,286-42.1% | $75,670-5.7% | $77,958-8.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.3%+27.7pp | 71.6%+28.4pp |
| Annual return | 14.86% | 20.45%-5.6pp | 27.34%-12.5pp | 20.87%-6.0pp |
| Employer contribution / active EE | $1,971 | $2,035-3.1% | $2,352-16.2% | $2,310-14.7% |
| Participant deferral / active EE | $5,959 | $3,095+92.5% | $3,142+89.6% | $3,537+68.5% |
| Admin fee / account holder | $51 | $144-64.3% | $5,800-99.1% | $97-47.1% |