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 |
|---|---|---|
Filed as: SOUTHWEST SERVICE ADMIN, INC Service code 13 · EIN 86-6084210 2550 W UNION HILLS DRIVE · PHOENIX, AZ 85027 | Contract Administrator | $324,002 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $39,847 |
BMO HARRIS BANK NA9+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 11270 W PARK PLACE · MILWAUKEE, WI 53244 | Securities Custodian | $18,116 |
THE SEGAL COMPANY9+ years Service code 16 · EIN 13-1835864 | Consulting | $13,000 |
ULRICH CONSULTING GROUP9+ years Service code 28 1805 RIO GRANDE BLVD NW · ALBUQUERQUE, NM 87104 | Investment Management | $13,000 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $11,076 |
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 | $26,318 | $92,971-71.7% | $96,683-72.8% | $74,419-64.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 11.14% | 37.49%-26.3pp | 35.69%-24.6pp | 34.38%-23.2pp |
| Employer contribution / active EE | $1,052 | $3,426-69.3% | $3,737-71.8% | $2,637-60.1% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $248 | $633-60.7% | $6,730-96.3% | $348-28.6% |