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 |
|---|---|---|
HSBA3 years Service code 13 · EIN 94-3089465 | Contract Administrator | $286,900 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $100,000 |
SALTZMAN & JOHNSON4+ years Filed as: SALTZMAN AND JOHNSON Service code 29 · EIN 94-2376174 | Legal | $28,457 |
EIDE BAILLY LLP1 year Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $18,134 |
THE SEGAL COMPANY2 years Filed as: SEGAL CONSULTING Service code 22 · EIN 94-1503999 | Insurance Broker | $13,876 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,255-100.0% | $83,848-100.0% | $68,904-100.0% |
| Participation rate | 0.0% | 86.2%-86.2pp | 76.1%-76.1pp | 74.1%-74.1pp |
| Annual return | -4.55% | -0.34%-4.2pp | 850.88%-855.4pp | 1.07%-5.6pp |
| Employer contribution / active EE | $8,334 | $3,341+149.5% | $3,631+129.5% | $2,540+228.1% |
| Participant deferral / active EE | $0 | $3,207-100.0% | $4,082-100.0% | $4,015-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $5,478-100.0% | $71-100.0% |