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 |
|---|---|---|
BPA OF WI A BENESYS COMPANY4+ years Filed as: BPA SERVICES LLC Service code 18 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Custodial (other than securities); Di... | $84,416 |
SLEVIN & HART, P.C.4+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVENUE NW · WASHINGTON, DC 20036 | Legal | $31,546 |
WAGNER & ZWERMAN LLP4+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD SUITE 202 · MELVILLE, NY 11747 | Accounting | $22,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,909 | $80,005-77.6% | $140,016-87.2% | $55,725-67.9% |
| Participation rate | 68.5% | 87.0%-18.5pp | 87.5%-19.0pp | 70.9%-2.3pp |
| Annual return | -6.47% | 0.46%-6.9pp | 651.12%-657.6pp | 244.93%-251.4pp |
| Employer contribution / active EE | $1,423 | $3,403-58.2% | $5,606-74.6% | $2,078-31.5% |
| Participant deferral / active EE | $664 | $5,264-87.4% | $6,927-90.4% | $3,356-80.2% |
| Admin fee / account holder | $230 | $116+98.7% | $10,705-97.9% | $115+99.5% |