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.7+ years Service code 13 · EIN 38-6058023 | Contract Administrator | $41,894 |
Filed as: NOVARA,TESIJA & CATENACCI PLLC Service code 29 · EIN 38-3507129 | Legal | $13,563 |
Service code 10 · EIN 38-2574238 | Accounting | $8,065 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 22 · EIN 38-2574238 | Insurance Broker | $8,007 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 14 2401 W. BIG BEAVER #300 · TROY, MI 48084 | Plan Administrator | $5,565 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant 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 | $107,573 | $185,342-42.0% | $111,297-3.3% | $86,799+23.9% |
| Participation rate | 80.6% | 81.0%-0.3pp | 77.3%+3.3pp | 72.3%+8.4pp |
| Annual return | 167.44% | 500.80%-333.4pp | 54.65%+112.8pp | 97.91%+69.5pp |
| Employer contribution / active EE | $0 | $2,246-100.0% | $2,731-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $838 | $4,458-81.2% | $4,487-81.3% | $4,131-79.7% |
| Admin fee / account holder | $116 | $255-54.7% | $7,964-98.5% | $170-31.7% |