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.3 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $294,611 |
KRAW LAW GROUP3 years Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $81,369 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $68,242 |
MEKETA INVESTMENT GROUP4+ years Service code 17 · EIN 04-2659023 | Pension Consulting | $44,822 |
BJORKLUND & MONTPLAISIR4+ years Service code 10 · EIN 93-1015766 | Accounting | $14,918 |
COMPLIANCE VERIFICATION3 years Service code 10 · EIN 26-2336426 | Accounting | $14,063 |
IRON MOUNTAIN2 years Service code 15 · EIN 04-3038590 | Recordkeeping | $7,242 |
FREMONT BANK2 years Service code 18 · EIN 94-1569025 | Direct payment from the plan; Custodi... | $6,419 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,750 | $57,255-11.4% | $83,848-39.5% | $68,904-26.3% |
| Participation rate | 93.3% | 86.2%+7.1pp | 76.1%+17.2pp | 74.1%+19.2pp |
| Annual return | -4.17% | -0.34%-3.8pp | 850.88%-855.0pp | 1.07%-5.2pp |
| Employer contribution / active EE | $3,359 | $3,341+0.6% | $3,631-7.5% | $2,540+32.2% |
| Participant deferral / active EE | $0 | $3,207-100.0% | $4,082-100.0% | $4,015-100.0% |
| Admin fee / account holder | $105 | $103+1.4% | $5,478-98.1% | $71+47.1% |