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 ADMINISTRATORS9 years Filed as: BENEFIT PLAN ADMINISTRATIVESRVCSINC Service code 15 · EIN 16-1503696 | Recordkeeping | $56,537 |
CLARK NUBER11+ years Filed as: CLARK NUBER, PS Service code 10 · EIN 91-1194016 | Accounting | $17,640 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,571 | $88,581+184.0% | $145,661+72.7% | $74,304+238.6% |
| Participation rate | 97.2% | 64.9%+32.3pp | 77.2%+20.0pp | 60.3%+36.9pp |
| Annual return | 18.68% | 34.30%-15.6pp | 101.46%-82.8pp | 29.43%-10.8pp |
| Employer contribution / active EE | $9,358 | $2,612+258.2% | $4,238+120.8% | $2,241+317.5% |
| Participant deferral / active EE | $6,457 | $4,151+55.5% | $7,198-10.3% | $3,767+71.4% |
| Admin fee / account holder | $204 | $2,953-93.1% | $12,466-98.4% | $2,969-93.1% |