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 | $53,865 |
SBHU LIFE AGENCY INC3 years Service code 49 · EIN 13-2896238 | Other Services | $27,803 |
Filed as: ASSOCATED PENSION CONSULTANTS Service code 13 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 959271282 | Contract Administrator | $7,275 |
CAREFREE PRACTICE RESOURCES LLC1 year Service code 10 · EIN 45-5511352 | Accounting | $6,999 |
Service code 13 | Contract Administrator | $3,972 |
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 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 | $76,111 | $52,953+43.7% | $172,739-55.9% | $65,185+16.8% |
| Participation rate | 66.7% | 66.2%+0.5pp | 82.6%-16.0pp | 70.2%-3.5pp |
| Annual return | 30.92% | 30.12%+0.8pp | 802.84%-771.9pp | 29.38%+1.5pp |
| Employer contribution / active EE | $1,431 | $2,190-34.6% | $5,143-72.2% | $2,177-34.2% |
| Participant deferral / active EE | $3,515 | $2,471+42.3% | $5,198-32.4% | $3,5140% |
| Admin fee / account holder | $483 | $472+2.4% | $13,954-96.5% | $847-42.9% |