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 |
|---|---|---|
HSBA4 years Service code 13 · EIN 94-3089465 | Contract Administrator | $296,400 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $143,258 |
SALTZMAN & JOHNSON5+ years Filed as: SALTZMAN AND JOHNSON Service code 50 · EIN 94-2376174 | Direct Payment | $16,029 |
EIDE BAILLY LLP2 years Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $10,376 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $10,307 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,772 | $78,226-59.4% | $92,893-65.8% | $82,204-61.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 17.48% | 19.33%-1.9pp | 109.41%-91.9pp | 26.31%-8.8pp |
| Employer contribution / active EE | $7,960 | $3,911+103.5% | $3,653+117.9% | $2,707+194.0% |
| Participant deferral / active EE | $0 | $3,648-100.0% | $4,236-100.0% | $4,246-100.0% |
| Admin fee / account holder | $50 | $119-58.3% | $5,794-99.1% | $76-34.4% |