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.2 years Filed as: BENESYS, INC Service code 15 · EIN 38-2383171 | Recordkeeping | $54,399 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 26 · EIN 13-2655998 | Advisory (Participants) | $10,000 |
Filed as: WRUBEL, WESLEY & CO CPA'S Service code 10 · EIN 38-2574238 | Accounting | $9,300 |
Filed as: SACHS WALDMAN PC Service code 29 · EIN 38-1905521 | Legal | $8,163 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 50 ONE FINANCIAL PARKWAY · KALAMAZOO, MI 49009 | Direct Payment | $7,845 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,105 | $56,443-59.1% | $83,848-72.4% | $55,725-58.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 9.13% | 393.67%-384.5pp | 850.88%-841.7pp | 244.93%-235.8pp |
| Employer contribution / active EE | $1,478 | $2,682-44.9% | $3,631-59.3% | $2,078-28.9% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $129 | $156-17.2% | $5,478-97.6% | $115+12.3% |