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 | $358,404 |
Filed as: BLUE CROSS BLUE SHIELD OF NORTH DAK Service code 13 · EIN 45-0173185 | Contract Administrator | $202,200 |
KUTAK ROCK LLP5 years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $156,997 |
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 17 · EIN 91-0675641 | Pension Consulting | $36,000 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $29,632 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $109,227 | $76,774+42.3% | $112,228-2.7% | $77,904+40.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -16.83% | -10.25%-6.6pp | 27.45%-44.3pp | 12.21%-29.0pp |
| Employer contribution / active EE | $5,619 | $3,977+41.3% | $3,635+54.6% | $2,848+97.3% |
| Participant deferral / active EE | $314 | $3,778-91.7% | $4,728-93.4% | $4,806-93.5% |
| Admin fee / account holder | $209 | $239-12.3% | $6,410-96.7% | $133+58.1% |