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: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $227,089 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 33 · EIN 26-4310844 | Securities brokerage; Direct payment ... | $90,000 |
Filed as: NOVARA, TESIJA Service code 29 · EIN 38-2823147 | Legal | $87,661 |
BENESYS, INC.3 years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $46,850 |
Filed as: WRUBEL WESLEY & CO CPAS Service code 10 · EIN 38-2574238 | Accounting | $20,175 |
STAFANSKY HOLLAWAY1 year Service code 10 22260 HAGERTY ROAD · NORTHVILLE, MI 48167 | Accounting | $12,802 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 50 · EIN 22-1146430 | Direct Payment | $7,796 |
ABATEMENT PENSION FUND2 years Service code 13 · EIN 38-3048188 | Contract Administrator | $7,300 |
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 | $16,918 | $241,101-93.0% | $103,333-83.6% | $199,593-91.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 15.85% | 17.80%-1.9pp | 24.88%-9.0pp | 34.25%-18.4pp |
| Employer contribution / active EE | $1,460 | $4,244-65.6% | $3,868-62.3% | $3,034-51.9% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $104 | $288-63.9% | $8,355-98.8% | $269-61.3% |