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 7-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 12 · EIN 13-3689044 | Claims processing; Float revenue; Rec... | $70,770 |
CONNER & WINTERS2 years Filed as: CONNER & WINTERS, LLC Service code 29 · EIN 73-1388566 | Legal | $23,706 |
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 | $53,887 | $185,342-70.9% | $111,297-51.6% | $86,799-37.9% |
| Participation rate | 99.7% | 81.0%+18.8pp | 77.3%+22.4pp | 72.3%+27.5pp |
| Annual return | 9.59% | 500.80%-491.2pp | 54.65%-45.1pp | 97.91%-88.3pp |
| Employer contribution / active EE | $1,074 | $2,246-52.2% | $2,731-60.7% | $2,405-55.4% |
| Participant deferral / active EE | $3,458 | $4,458-22.4% | $4,487-22.9% | $4,131-16.3% |
| Admin fee / account holder | $184 | $255-27.9% | $7,964-97.7% | $170+8.6% |