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 |
|---|---|---|
ATPA2+ years Service code 13 · EIN 94-3187938 | Contract Administrator | $308,142 |
Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $100,000 |
HSBA1 year Service code 13 4160 DUBLIN BLVD. · DUBLIN, CA 94568 | Contract Administrator | $47,500 |
HEMMING MORSE2+ years Service code 10 · EIN 30-0702322 | Accounting | $18,989 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 22 · EIN 46-0619194 | Insurance Broker | $10,665 |
SALTZMAN & JOHNSON2+ years Filed as: SALTZMAN AND JOHNSON Service code 29 · EIN 95-2376174 | Legal | $10,484 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,125 | $50,626-52.3% | $84,750-71.5% | $65,292-63.1% |
| Participation rate | 99.4% | 89.2%+10.2pp | 76.6%+22.8pp | 72.4%+26.9pp |
| Annual return | 4.83% | 5.34%-0.5pp | 22.78%-18.0pp | 11.84%-7.0pp |
| Employer contribution / active EE | $5,483 | $3,033+80.8% | $3,574+53.4% | $2,302+138.2% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $57 | $97-41.3% | $5,332-98.9% | $57-1.0% |