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 95-3084599 | Contract Administrator | $2,111,569 |
THE VANGUARD GROUP, INC.8 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $984,847 |
KRAW LAW GROUP2 years Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $128,456 |
RVK, INC.2 years Service code 27 · EIN 93-0910652 | Advisory (Plan) | $106,564 |
LOGICALIS2 years Filed as: LOGICALIS, INC. Service code 49 · EIN 13-4000122 | Other Services | $94,234 |
TOP TIER RESOURCES INC7 years Service code 16 · EIN 82-2957919 | Consulting | $72,063 |
WELLS FARGO BANK, N.A.2 years Service code 21 · EIN 94-1347393 | Bank Trustee | $58,499 |
MMA SECURITIES LLC2 years Filed as: MARSH MCLENNAN COMPANIES, INC. Service code 53 · EIN 36-2668272 | Insurance Commissions | $52,709 |
LEVEL 3 FINANCING, INC1 year Service code 49 · EIN 47-0735805 | Other Services | $46,415 |
Service code 49 · EIN 33-0633164 | Other Services | $42,125 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,052 | $140,769-61.6% | $107,525-49.7% | $140,769-61.6% |
| Participation rate | 72.6% | 74.2%-1.5pp | 75.1%-2.4pp | 74.2%-1.5pp |
| Annual return | 10.49% | 16.82%-6.3pp | 181.32%-170.8pp | 16.82%-6.3pp |
| Employer contribution / active EE | $6,874 | $3,906+76.0% | $3,754+83.1% | $3,906+76.0% |
| Participant deferral / active EE | $0 | $6,717-100.0% | $5,116-100.0% | $6,717-100.0% |
| Admin fee / account holder | $206 | $229-10.3% | $8,919-97.7% | $229-10.3% |