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 | $300,783 |
Service code 13 · EIN 45-0173185 | Contract Administrator | $185,910 |
KUTAK ROCK LLP4 years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $61,219 |
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 17 · EIN 91-0675641 | Pension Consulting | $36,000 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $10,529 |
BENESYS, INC.1 year Filed as: BENESYS Service code 11 · EIN 38-2383171 | Actuarial | $8,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,324 | $88,770+51.3% | $109,143+23.1% | $93,030+44.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 14.23% | 60.64%-46.4pp | 25.75%-11.5pp | 158.70%-144.5pp |
| Employer contribution / active EE | $5,336 | $3,780+41.2% | $3,722+43.4% | $2,706+97.2% |
| Participant deferral / active EE | $326 | $3,630-91.0% | $4,653-93.0% | $4,562-92.9% |
| Admin fee / account holder | $154 | $172-10.7% | $6,752-97.7% | $152+1.5% |