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 5-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 | $23,561 |
DUNBAR, BENDER & ZAPF, INC.5+ years Filed as: DUNBAR BENDER & ZAPF INC Service code 13 · EIN 25-1650062 | Contract Administrator | $17,560 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,726 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,254 | $59,417-55.8% | $93,606-72.0% | $74,495-64.8% |
| Participation rate | 74.4% | 59.7%+14.8pp | 68.7%+5.7pp | 67.2%+7.2pp |
| Annual return | 14.86% | 81.83%-67.0pp | 133.20%-118.3pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,974 | $1,264+56.2% | $2,420-18.4% | $2,623-24.8% |
| Participant deferral / active EE | $3,062 | $3,050+0.4% | $4,411-30.6% | $4,346-29.5% |
| Admin fee / account holder | $186 | $3,021-93.9% | $8,285-97.8% | $1,942-90.4% |