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 | $63,903 |
BENEFIT FINANCIAL SERVIC1 year Service code 13 · EIN 23-7185057 | Contract Administrator | $25,374 |
WINDES, INC.5 years Filed as: WINDES Service code 10 · EIN 95-3001179 | Accounting | $19,700 |
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 | $52,396 | $50,529+3.7% | $66,042-20.7% | $85,563-38.8% |
| Participation rate | 81.4% | 57.7%+23.7pp | 67.5%+13.9pp | 66.0%+15.4pp |
| Annual return | 16.73% | 18.34%-1.6pp | 52.11%-35.4pp | 31.51%-14.8pp |
| Employer contribution / active EE | $441 | $1,111-60.3% | $1,579-72.1% | $2,654-83.4% |
| Participant deferral / active EE | $3,589 | $2,768+29.7% | $2,835+26.6% | $4,375-18.0% |
| Admin fee / account holder | $264 | $1,005-73.7% | $5,747-95.4% | $834-68.3% |