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.6+ years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $105,940 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $62,287 |
Filed as: BENDA, GRACE, STULZ & COMPANY PC Service code 10 · EIN 38-2284921 | Accounting | $12,450 |
Filed as: WATKINS, PAWLICK, CALATI & PRIFTI Service code 29 · EIN 83-2893229 | Legal | $9,104 |
Filed as: FIDELITY INVESTMENTS Service code 19 P.O. BOX 770001 · CINCINNATI, OH 452423760 | Securities Custodian | $7,796 |
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 | $31,307 | $79,519-60.6% | $95,952-67.4% | $73,409-57.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 17.14% | 19.20%-2.1pp | 91.61%-74.5pp | 59.29%-42.2pp |
| Employer contribution / active EE | $7,057 | $2,048+244.6% | $2,541+177.7% | $2,234+215.9% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,805-100.0% |
| Admin fee / account holder | $232 | $184+25.8% | $6,795-96.6% | $158+46.8% |