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 |
|---|---|---|
Filed as: PRUDENTIAL Service code 19 · EIN 06-1050034 | Securities Custodian | $124,722 |
BENESYS, INC.4 years Filed as: BENESYS, INC Service code 13 N27 W23233 ROUNDY DR · PEWAUKEE, WI 53072 | Contract Administrator | $95,949 |
CALIBRE CPA GROUP PLLC8+ years Service code 10 · EIN 47-0900880 | Accounting | $56,752 |
GEORGES AND SYNOWEICKI2 years Filed as: GEORGES & SYNOWIECKI Service code 29 20 SOUTH CLARK ST · CHICAGO, IL 60603 | Legal | $23,516 |
US BANK6 years Service code 18 P.O. BOX 1800 · SAINT PAUL, MN 551010800 | Trustee (bank, trust company, or simi... | $15,960 |
MARQUETTE ASSOCIATES2 years Service code 17 180 N LASALLE ST · CHICAGO, IL 60601 | Pension Consulting | $13,500 |
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 | $144,225 | $88,480+63.0% | $96,683+49.2% | $80,160+79.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 6.27% | 22.53%-16.3pp | 35.69%-29.4pp | 40.38%-34.1pp |
| Employer contribution / active EE | $9,493 | $4,176+127.3% | $3,737+154.0% | $2,978+218.8% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $161 | $212-23.9% | $6,730-97.6% | $145+11.3% |