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 13 · EIN 95-2159333 | Contract Administrator | $106,240 |
MCMORGAN & COMPANY LLC3 years Service code 27 · EIN 52-2334338 | Advisory (Plan) | $78,532 |
US BANK7+ years Service code 14 · EIN 31-0841368 | Plan Administrator | $26,306 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $12,000 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $9,000 |
DECARLO & SHANLEY3 years Filed as: DECARLO SHANLEY APC Service code 29 · EIN 95-4022565 | Legal | $7,161 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,621 | $119,153-95.3% | $151,611-96.3% | $78,044-92.8% |
| Participation rate | 93.4% | 92.5%+0.9pp | 87.5%+5.9pp | 74.4%+18.9pp |
| Annual return | -10.44% | -10.83%+0.4pp | 3.33%-13.8pp | 10.87%-21.3pp |
| Employer contribution / active EE | $508 | $5,298-90.4% | $6,166-91.8% | $3,125-83.7% |
| Participant deferral / active EE | $0 | $8,624-100.0% | $8,363-100.0% | $5,084-100.0% |
| Admin fee / account holder | $36 | $69-47.4% | $11,616-99.7% | $79-54.2% |