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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS8 years Filed as: BENEFIT PLAN ADMINISTRATIVESRVCSINC Service code 15 · EIN 16-1503696 | Recordkeeping | $54,267 |
CLARK NUBER10+ years Filed as: CLARK NUBER, PS Service code 10 · EIN 91-1194016 | Accounting | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,428 | $89,248+144.7% | $136,007+60.6% | $74,495+193.2% |
| Participation rate | 98.9% | 69.4%+29.4pp | 76.5%+22.4pp | 67.2%+31.7pp |
| Annual return | 11.82% | 22.76%-10.9pp | 579.32%-567.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $9,687 | $2,838+241.4% | $4,217+129.7% | $2,623+269.3% |
| Participant deferral / active EE | $6,671 | $4,598+45.1% | $7,025-5.0% | $4,346+53.5% |
| Admin fee / account holder | $196 | $1,545-87.3% | $6,858-97.1% | $1,942-89.9% |