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.3 years Filed as: BENESYS, INC Service code 13 N27 W23233 ROUNDY DR · PEWAUKEE, WI 53072 | Contract Administrator | $137,416 |
Filed as: PRUDENTIAL Service code 19 · EIN 06-1050034 | Securities Custodian | $120,914 |
CALIBRE CPA GROUP PLLC7+ years Service code 10 · EIN 47-0900880 | Accounting | $53,398 |
US BANK5 years Service code 18 P.O. BOX 1800 · SAINT PAUL, MN 551010800 | Trustee (bank, trust company, or simi... | $16,716 |
GEORGES AND SYNOWEICKI1 year Filed as: GEORGES & SYNOWIECKI Service code 29 20 SOUTH CLARK ST · CHICAGO, IL 60603 | Legal | $15,940 |
MARQUETTE ASSOCIATES1 year Service code 17 180 N LASALLE ST · CHICAGO, IL 60601 | Pension Consulting | $13,500 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO CONSULTING Service code 17 · EIN 36-3555078 | Pension Consulting | $8,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,928 | $76,774+74.4% | $112,228+19.3% | $77,904+71.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -16.60% | -10.25%-6.3pp | 27.45%-44.0pp | 12.21%-28.8pp |
| Employer contribution / active EE | $9,259 | $3,977+132.8% | $3,635+154.7% | $2,848+225.1% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $182 | $239-24.0% | $6,410-97.2% | $133+37.0% |