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.1+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $35,364 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $31,050 |
Filed as: BENDA, GRACE, STULZ & COMPANY PC Service code 10 · EIN 38-2284921 | Accounting | $11,000 |
SACHS WALDMAN PROFESSIONAL CORP.1+ years Service code 29 · EIN 38-1905521 | Legal | $9,370 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 15 · EIN 13-5674085 | Recordkeeping | $672 |
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 | $18,635 | $72,770-74.4% | $67,652-72.5% | $55,191-66.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | 0.89% | -3.26%+4.2pp | 6625.04%-6624.1pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,401 | $1,769-20.8% | $2,266-38.1% | $1,899-26.2% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $151 | $79+91.2% | $4,821-96.9% | $91+66.0% |