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 COMPANY6+ years Filed as: BPA SERVICES LLC Service code 18 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Custodial (other than securities); Di... | $108,609 |
SLEVIN & HART, P.C.6+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVENUE NW · WASHINGTON, DC 20036 | Legal | $44,311 |
WAGNER & ZWERMAN LLP6+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD SUITE 202 · MELVILLE, NY 11747 | Accounting | $25,386 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,530 | $111,608-76.2% | $177,821-85.1% | $73,409-63.9% |
| Participation rate | 85.2% | 87.9%-2.6pp | 87.7%-2.5pp | 72.2%+13.1pp |
| Annual return | 12.42% | 18.23%-5.8pp | 48.32%-35.9pp | 59.29%-46.9pp |
| Employer contribution / active EE | $1,560 | $3,796-58.9% | $5,918-73.6% | $2,234-30.1% |
| Participant deferral / active EE | $784 | $6,199-87.4% | $7,714-89.8% | $3,805-79.4% |
| Admin fee / account holder | $384 | $166+131.7% | $12,427-96.9% | $158+143.0% |