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 | $79,634-34.2% | $64,489-18.8% | $79,634-34.2% |
| Participation rate | 81.4% | 62.5%+18.9pp | 67.7%+13.7pp | 62.5%+18.9pp |
| Annual return | 16.73% | 36.46%-19.7pp | 55.03%-38.3pp | 36.46%-19.7pp |
| Employer contribution / active EE | $441 | $2,529-82.6% | $1,523-71.0% | $2,529-82.6% |
| Participant deferral / active EE | $3,589 | $3,835-6.4% | $2,778+29.2% | $3,835-6.4% |
| Admin fee / account holder | $264 | $1,002-73.6% | $4,260-93.8% | $1,002-73.6% |