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 |
|---|---|---|
EMPLOYEE BENEFIT ADMINISTRATORS1+ years Service code 13 · EIN 91-1690909 | Contract Administrator | $206,563 |
TURNER, STOEVE & GAGLIARDI, P.S.1+ years Filed as: TURNER, STOEVE & GAGLIARDI, PS Service code 29 · EIN 91-1282506 | Legal | $65,011 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $49,296 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC Service code 17 · EIN 36-3555078 | Pension Consulting | $42,500 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 94-1503999 | Consulting | $13,925 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $6,102 |
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 | $54,675 | $55,516-1.5% | $75,781-27.9% | $59,188-7.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -1.38% | -1.89%+0.5pp | 9.68%-11.1pp | 5.51%-6.9pp |
| Employer contribution / active EE | $1,881 | $2,604-27.8% | $3,323-43.4% | $2,098-10.4% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,651-100.0% | $3,265-100.0% |
| Admin fee / account holder | $194 | $110+76.0% | $5,299-96.3% | $92+109.9% |