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 Service code 13 · EIN 38-6058023 | Contract Administrator | $39,376 |
Filed as: NOVARA,TESIJA & CATENACCI PLLC Service code 29 · EIN 38-3507129 | Legal | $7,964 |
Filed as: WRUBEL,WESLEY AND COMPANY C.P.A.'S Service code 29 · EIN 38-2574238 | Legal | $7,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,755 | $69,305+75.7% | $82,313+47.9% | $69,631+74.9% |
| Participation rate | 42.7% | 80.3%-37.5pp | 76.9%-34.1pp | 70.7%-27.9pp |
| Annual return | 22.09% | 21.47%+0.6pp | 25.88%-3.8pp | 27571.02%-27548.9pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,332 | $3,568-62.7% | $3,706-64.1% | $3,224-58.7% |
| Admin fee / account holder | $340 | $97+249.5% | $5,608-93.9% | $110+207.5% |