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 |
|---|---|---|
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $21,500 |
BENESYS, INC.1 year Filed as: BENESYS Service code 13 · EIN 38-6058023 | Contract Administrator | $19,428 |
COMERICA BANK1 year Service code 28 · EIN 38-0477375 | Investment Management | $16,998 |
Filed as: NOVARA, TESIJA & CATENACCI Service code 29 · EIN 38-3507129 | Legal | $13,817 |
Service code 10 · EIN 38-2574238 | Accounting | $8,450 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,588 | $56,443-52.9% | $83,848-68.3% | $55,725-52.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -13.01% | 393.67%-406.7pp | 850.88%-863.9pp | 244.93%-257.9pp |
| Employer contribution / active EE | $1,321 | $2,682-50.7% | $3,631-63.6% | $2,078-36.4% |
| Participant deferral / active EE | $123 | $2,965-95.8% | $4,082-97.0% | $3,356-96.3% |
| Admin fee / account holder | $112 | $156-28.1% | $5,478-97.9% | $115-2.4% |