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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $159,095 |
VERUS7+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $113,551 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $85,316 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $19,900 |
HILL, FARRER & BURRILL LLP7+ years Service code 29 · EIN 95-2153880 | Legal | $7,401 |
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 | $35,619 | $80,412-55.7% | $109,143-67.4% | $101,517-64.9% |
| Participation rate | 98.8% | 84.4%+14.4pp | 75.9%+22.9pp | 74.6%+24.3pp |
| Annual return | 9.45% | 16.17%-6.7pp | 25.75%-16.3pp | 21.00%-11.5pp |
| Employer contribution / active EE | $1,981 | $3,731-46.9% | $3,722-46.8% | $2,973-33.4% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,873-100.0% |
| Admin fee / account holder | $202 | $135+49.5% | $6,752-97.0% | $139+44.6% |