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 COMPANY8+ years Filed as: BPA SERVICES LLC Service code 18 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 13502 | Direct payment from the plan; Custodi... | $134,424 |
GETTRY MARCUS CPA, P.C.1 year Service code 10 · EIN 13-3418879 88 FROEHLICH FARM BLVD. · WOODBURY, NY 11797 | Accounting | $27,923 |
SLEVIN & HART, P.C.8+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVE NW, STE 450 · WASHINGTON, DC 20036 | Legal | $19,438 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,299 | $56,503-57.0% | $70,092-65.3% | $64,808-62.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 70.5%+29.5pp | 71.5%+28.5pp |
| Annual return | -16.11% | -13.44%-2.7pp | 190.73%-206.8pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,916 | $2,046-6.4% | $2,559-25.1% | $2,506-23.5% |
| Participant deferral / active EE | $897 | $3,389-73.5% | $3,849-76.7% | $4,310-79.2% |
| Admin fee / account holder | $335 | $160+108.9% | $6,267-94.7% | $188+78.3% |