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.9+ years Service code 10 · EIN 38-6058023 | Accounting | $122,316 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 22 · EIN 38-2574238 | Insurance Broker | $24,676 |
Filed as: NOVARA, TESIJA, CATENACCI, MCDONALD Service code 29 · EIN 38-3507129 | Legal | $19,581 |
Filed as: WRUBEL WESLEY AND COMPANY CPAS Service code 10 · EIN 38-2574238 | Accounting | $13,805 |
GREYSTONE CONSULTING1 year Filed as: GREYSTONE CONSULTING GROUP Service code 27 101 W. BIG BEAVER SUITE #1200 · TROY, MI 48084 | Advisory (Plan) | $6,250 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,336 | $99,078+45.7% | $96,544+49.5% | $74,419+94.0% |
| Participation rate | 73.3% | 80.7%-7.4pp | 76.0%-2.7pp | 70.7%+2.6pp |
| Annual return | 19.03% | 22.48%-3.5pp | 25.84%-6.8pp | 34.38%-15.4pp |
| Employer contribution / active EE | $1,050 | $2,570-59.1% | $2,965-64.6% | $2,637-60.2% |
| Participant deferral / active EE | $1,140 | $4,933-76.9% | $4,851-76.5% | $4,528-74.8% |
| Admin fee / account holder | $437 | $225+94.3% | $8,252-94.7% | $348+25.5% |