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: TIC MIDWEST, LLC Service code 10 · EIN 93-4217445 | Accounting | $34,047 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 15 · EIN 06-1050034 | Recordkeeping | $19,807 |
BENNETT & ASSOCIATES CPAS PLLC10+ years Service code 10 · EIN 27-3488128 | Accounting | $18,214 |
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $14,726 |
Filed as: NOVARA TESIJA CATENACCI MCDONALD & Service code 29 · EIN 38-3763096 | Legal | $12,576 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ADVISORS, INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $12,500 |
FERGUSON WIDMAYER & CLARK PC7 years Service code 29 · EIN 38-2995783 | Legal | $7,780 |
UA LOCAL 1901 year Service code 12 · EIN 38-0895168 | Contract Administrator; Claims proces... | $6,708 |
Employer contribution per participant 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 | $35,330 | $103,641-65.9% | $107,525-67.1% | $102,872-65.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 8.75% | 13.08%-4.3pp | 181.32%-172.6pp | 19.06%-10.3pp |
| Employer contribution / active EE | $1,352 | $5,096-73.5% | $3,754-64.0% | $3,526-61.7% |
| Participant deferral / active EE | $2,736 | $3,789-27.8% | $5,116-46.5% | $5,535-50.6% |
| Admin fee / account holder | $70 | $276-74.6% | $8,919-99.2% | $292-76.0% |