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 |
|---|---|---|
Filed as: NOVARA, TESJIA, CATENACCI Service code 29 · EIN 38-3507129 | Legal | $32,684 |
MARQUETTE ASSOCIATES2 years Service code 27 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $21,667 |
COMERICA BANK5 years Service code 28 · EIN 38-0477375 | Investment Management | $18,983 |
BENESYS, INC.5 years Filed as: BENESYS Service code 13 · EIN 38-6058023 | Contract Administrator | $18,965 |
Service code 10 · EIN 38-2574238 | Accounting | $9,350 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,091 | $76,774-66.0% | $112,228-76.8% | $77,904-66.5% |
| Participation rate | 97.2% | 80.2%+17.0pp | 75.1%+22.1pp | 73.7%+23.5pp |
| Annual return | -10.62% | -10.25%-0.4pp | 27.45%-38.1pp | 12.21%-22.8pp |
| Employer contribution / active EE | $1,172 | $3,977-70.5% | $3,635-67.8% | $2,848-58.9% |
| Participant deferral / active EE | $149 | $3,778-96.1% | $4,728-96.8% | $4,806-96.9% |
| Admin fee / account holder | $104 | $239-56.3% | $6,410-98.4% | $133-21.3% |