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 | $529,154 |
Filed as: BELLWETHER CONSULTING LL Service code 27 · EIN 22-3784192 | Advisory (Plan) | $90,000 |
GBQ PARTNERS8 years Filed as: GBQ PARTNERS LLC Service code 10 · EIN 20-2122306 | Accounting | $36,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,419 | $117,739+51.5% | $116,228+53.5% | $117,739+51.5% |
| Participation rate | 99.3% | 76.6%+22.7pp | 74.6%+24.7pp | 76.6%+22.7pp |
| Annual return | -19.15% | 17.29%-36.4pp | 90.06%-109.2pp | 17.29%-36.4pp |
| Employer contribution / active EE | $2,823 | $3,746-24.6% | $2,994-5.7% | $3,746-24.6% |
| Participant deferral / active EE | $5,376 | $6,128-12.3% | $4,953+8.5% | $6,128-12.3% |
| Admin fee / account holder | $106 | $112-5.1% | $11,989-99.1% | $112-5.1% |