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 | $11,256 |
COLEMAN & WILLIAMS, LTD.2 years Filed as: COLEMAN, DONALD F. Service code 49 PO BOX 300430 · ESCONDIDO, CA 920300430 | Other Services | $8,060 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,488 | $79,428+24.0% | $106,548-7.6% | $79,386+24.1% |
| Participation rate | 94.3% | 74.1%+20.1pp | 76.1%+18.1pp | 70.7%+23.6pp |
| Annual return | 13.97% | 18.27%-4.3pp | 26.80%-12.8pp | 116.85%-102.9pp |
| Employer contribution / active EE | $3,157 | $2,234+41.3% | $2,819+12.0% | $2,427+30.1% |
| Participant deferral / active EE | $5,738 | $3,823+50.1% | $4,398+30.5% | $4,046+41.8% |
| Admin fee / account holder | $76 | $523-85.5% | $7,407-99.0% | $626-87.9% |