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 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $32,244 |
COAST BENEFITS5+ years Service code 13 · EIN 33-0670046 | Contract Administrator | $28,000 |
BUCKINGHAM STRATEGIC PARTNERS5+ years Filed as: FOCUS INVESTMENT GROUP Service code 17 · EIN 33-0606466 | Pension Consulting | $15,000 |
GILBERT & SACKMAN4 years Service code 29 · EIN 95-2906951 | Legal | $11,389 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $9,000 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,103 | $91,517-40.9% | $101,248-46.6% | $73,409-26.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 7.51% | 17.17%-9.7pp | 46.47%-39.0pp | 59.29%-51.8pp |
| Employer contribution / active EE | $5,411 | $2,877+88.1% | $3,660+47.9% | $2,234+142.3% |
| Participant deferral / active EE | $227 | $3,338-93.2% | $4,370-94.8% | $3,805-94.0% |
| Admin fee / account holder | $319 | $216+47.9% | $5,945-94.6% | $158+102.2% |