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 | $38,288 |
COMERICA BANK7 years Service code 28 · EIN 38-0477375 | Investment Management | $20,376 |
MARQUETTE ASSOCIATES4 years Service code 27 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $20,000 |
BENESYS, INC.7 years Filed as: BENESYS Service code 13 · EIN 38-6058023 | Contract Administrator | $18,926 |
WRUBEL WESLEY AND COMPANY C.P.A.'S10+ years Service code 10 · EIN 38-2574238 | Accounting | $10,250 |
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 | $31,224 | $241,101-87.0% | $103,333-69.8% | $199,593-84.4% |
| Participation rate | 96.6% | 78.3%+18.3pp | 74.5%+22.1pp | 72.0%+24.7pp |
| Annual return | 11.19% | 17.80%-6.6pp | 24.88%-13.7pp | 34.25%-23.1pp |
| Employer contribution / active EE | $1,351 | $4,244-68.2% | $3,868-65.1% | $3,034-55.5% |
| Participant deferral / active EE | $138 | $3,958-96.5% | $5,057-97.3% | $5,087-97.3% |
| Admin fee / account holder | $122 | $288-57.5% | $8,355-98.5% | $269-54.5% |