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: PRINCIPAL FINANCIAL GROUP Service code 15 711 HIGH ST. · DES MOINES, IA 50392 | Recordkeeping | $272,892 |
ZENITH AMERICAN SOLUTIONS8 years Service code 13 · EIN 52-1590516 | Contract Administrator | $119,779 |
ALAN BILLER & ASSOCIATES4 years Filed as: ALAN D BILLER & ASSOCIATES Service code 27 535 MIDDLEFIELD RD · MENLO PARK, CA 94025 | Advisory (Plan) | $103,846 |
BALDWIN & BALDWIN PLLC3 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $25,966 |
THE SEGAL COMPANY8 years Service code 17 · EIN 13-1835864 | Pension Consulting | $25,885 |
KELLEY LAW GROUP1 year Service code 29 3800 N CENTRAL AVE #530 · PHOENIX, AZ 85012 | Legal | $21,415 |
THE SEGAL COMPANY7 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $17,643 |
NECASTAR7 years Service code 13 · EIN 86-0140480 | Contract Administrator | $11,703 |
Filed as: INTERNATIONAL PRINTING CO Service code 36 2241 S 7TH STREET · PHOENIX, AZ 85034 | Copying and duplicating | $7,162 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,917 | $86,936-69.0% | $103,333-74.0% | $99,062-72.8% |
| Participation rate | 79.3% | 81.7%-2.4pp | 74.5%+4.8pp | 71.6%+7.7pp |
| Annual return | 10.32% | 14.99%-4.7pp | 24.88%-14.6pp | 17.66%-7.3pp |
| Employer contribution / active EE | $1,770 | $3,925-54.9% | $3,868-54.2% | $3,262-45.7% |
| Participant deferral / active EE | $147 | $3,825-96.2% | $5,057-97.1% | $5,331-97.2% |
| Admin fee / account holder | $119 | $140-15.1% | $8,355-98.6% | $109+9.4% |