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.3 years Filed as: BENESYS, INC Service code 15 · EIN 38-2383171 | Recordkeeping | $54,133 |
MORGAN STANLEY SMITH BARNEY4+ 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 | $9,150 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 50 ONE FINANCIAL PARKWAY · KALAMZOO, MI 490097477 | Direct Payment | $7,477 |
Annual investment return 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 | $21,686 | $66,601-67.4% | $92,893-76.7% | $67,579-67.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 0.61% | 92.58%-92.0pp | 109.41%-108.8pp | 378.56%-377.9pp |
| Employer contribution / active EE | $1,258 | $2,775-54.7% | $3,653-65.5% | $2,148-41.4% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $127 | $199-35.9% | $5,794-97.8% | $142-10.4% |