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 |
|---|---|---|
BENESYS, INC.2 years Filed as: BENESYS, INC Service code 13 N27 W23233 ROUNDY DR · PEWAUKEE, WI 53072 | Contract Administrator | $136,944 |
Filed as: PRUDENTIAL Service code 19 · EIN 06-1050034 | Securities Custodian | $126,860 |
CALIBRE CPA GROUP PLLC6+ years Service code 10 · EIN 47-0900880 | Accounting | $63,065 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO CONSULTING Service code 17 · EIN 36-3555078 | Pension Consulting | $20,000 |
US BANK4 years Service code 18 P.O. BOX 1800 · SAINT PAUL, MN 551010800 | Custodial (other than securities) | $9,960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,774 | $88,770+80.0% | $109,143+46.4% | $93,030+71.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 29.08% | 60.64%-31.6pp | 25.75%+3.3pp | 158.70%-129.6pp |
| Employer contribution / active EE | $9,034 | $3,780+139.0% | $3,722+142.7% | $2,706+233.9% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $201 | $172+16.9% | $6,752-97.0% | $152+32.8% |