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 42-0127290 | Contract Administrator | $50,785 |
BENESYS, INC.4 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $44,779 |
THE WAGNER LAW GROUP4 years Service code 29 · EIN 04-3323315 | Legal | $18,205 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $16,500 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $10,356 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $11,746 | $103,641-88.7% | $107,525-89.1% | $102,872-88.6% |
| Participation rate | 96.3% | 79.4%+16.9pp | 75.1%+21.2pp | 73.0%+23.2pp |
| Annual return | 7.04% | 13.08%-6.0pp | 181.32%-174.3pp | 19.06%-12.0pp |
| Employer contribution / active EE | $212 | $5,096-95.8% | $3,754-94.3% | $3,526-94.0% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $157 | $276-43.3% | $8,919-98.2% | $292-46.4% |