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.5+ years Service code 13 · EIN 38-6058023 | Contract Administrator | $40,894 |
Filed as: NOVARA,TESIJA & CATENACCI PLLC Service code 29 · EIN 38-3507129 | Legal | $9,641 |
Filed as: WRUBEL WESLEY & COMPANY C.P.A.'S Service code 10 · EIN 38-2574238 | Accounting | $8,130 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 22 · EIN 36-4019884 | Insurance Broker | $7,709 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,676 | $73,404+68.5% | $87,100+42.0% | $67,579+83.0% |
| Participation rate | 40.6% | 80.9%-40.3pp | 76.9%-36.3pp | 71.3%-30.7pp |
| Annual return | 26.10% | 48.29%-22.2pp | 28.19%-2.1pp | 378.56%-352.5pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,137 | $3,913-70.9% | $4,049-71.9% | $3,539-67.9% |
| Admin fee / account holder | $343 | $142+142.1% | $7,497-95.4% | $142+141.0% |