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 9-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 54-1218271 | Contract Administrator | $215,830 |
Service code 16 · EIN 52-1796473 | Consulting | $68,856 |
TOWNE INSURANCE9+ years Service code 22 · EIN 31-1774380 | Insurance Broker | $54,398 |
Service code 32 · EIN 54-1358030 | Real estate brokerage; Other services | $31,481 |
CALIBRE CPA GROUP PLLC9+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $29,200 |
Service code 29 · EIN 54-1294386 | Legal | $18,858 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6257133 | Bank Trustee | $11,282 |
WILLIG, WILLIAMS & DAVIDSON2 years Filed as: WILLIG, WILLAIMS & DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $7,610 |
ALLEGRA2 years Service code 49 · EIN 26-1463824 | Other Services | $6,841 |
OMNI BUSINESS SOLUTIONS1 year Service code 16 · EIN 81-3382556 | Consulting | $6,419 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,451 | $81,357+11.2% | $75,972+19.1% | $199,593-54.7% |
| Participation rate | 82.4% | 69.9%+12.5pp | 69.1%+13.4pp | 72.0%+10.5pp |
| Annual return | 13.43% | 16.32%-2.9pp | 359.55%-346.1pp | 34.25%-20.8pp |
| Employer contribution / active EE | $4,882 | $3,341+46.1% | $2,685+81.8% | $3,034+60.9% |
| Participant deferral / active EE | $3,847 | $4,710-18.3% | $4,255-9.6% | $5,087-24.4% |
| Admin fee / account holder | $242 | $144+67.1% | $6,467-96.3% | $269-10.2% |