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.2 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $287,815 |
KRAW LAW GROUP2 years Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $69,736 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $57,492 |
MEKETA INVESTMENT GROUP3+ years Service code 17 · EIN 04-2659023 | Pension Consulting | $44,028 |
COMPLIANCE VERIFICATION2 years Service code 10 · EIN 26-2336426 | Accounting | $7,283 |
FREMONT BANK1 year Service code 18 · EIN 94-1569025 | Direct payment from the plan; Custodi... | $6,476 |
BJORKLUND & MONTPLAISIR3+ years Service code 10 · EIN 93-1015766 | Accounting | $5,583 |
IRON MOUNTAIN1 year Service code 15 · EIN 04-3038590 | Recordkeeping | $5,241 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,245 | $59,184-8.3% | $92,233-41.2% | $177,276-69.4% |
| Participation rate | 93.8% | 85.6%+8.1pp | 76.5%+17.3pp | 74.8%+18.9pp |
| Annual return | 12.54% | 15.88%-3.3pp | 176.28%-163.7pp | 21.25%-8.7pp |
| Employer contribution / active EE | $3,041 | $2,985+1.9% | $3,679-17.3% | $2,479+22.7% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $103 | $98+4.7% | $5,194-98.0% | $154-33.2% |