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.8+ years Service code 10 · EIN 38-6058023 | Accounting | $121,550 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 22 · EIN 38-2574238 | Insurance Broker | $24,454 |
Filed as: NOVARA, TESIJA, CATENACCI, MCDONALD Service code 29 · EIN 38-3507129 | Legal | $20,685 |
Filed as: WRUBEL WESLEY AND COMPANY CPAS Service code 10 · EIN 38-2574238 | Accounting | $15,313 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,335 | $72,254+54.1% | $86,677+28.4% | $64,808+71.8% |
| Participation rate | 77.9% | 80.4%-2.5pp | 76.6%+1.3pp | 71.5%+6.4pp |
| Annual return | -17.68% | 392.42%-410.1pp | 35.91%-53.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $981 | $2,393-59.0% | $2,836-65.4% | $2,506-60.9% |
| Participant deferral / active EE | $814 | $4,658-82.5% | $4,656-82.5% | $4,310-81.1% |
| Admin fee / account holder | $354 | $174+103.8% | $7,493-95.3% | $188+88.7% |