See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.7 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $402,070 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $102,020 |
MEKETA INVESTMENT GROUP8+ years Service code 17 · EIN 04-2659023 | Pension Consulting | $74,092 |
KRAW LAW GROUP7 years Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $55,140 |
COMPLIANCE VERIFICATION7 years Service code 10 · EIN 26-2336426 | Accounting | $15,217 |
IRON MOUNTAIN6 years Service code 49 · EIN 04-3038590 | Other Services | $11,478 |
LUBIN & ENOCH, P.C1 year Filed as: LUBIN & ENOCH, P.C. Service code 10 349 NORTH FOURTH AVENUE · PHOENIX, AZ 85003 | Accounting | $8,472 |
FREMONT BANK6 years Service code 18 · EIN 94-1569025 | Custodial (other than securities); Di... | $5,386 |
Filed as: WOHLNER KAPLON CUTLER HALFORD Service code 29 · EIN 83-2856417 | Legal | $5,295 |
SMART SOURCE LLC1 year Service code 36 · EIN 30-0830429 | Copying and duplicating; Direct payme... | $5,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,397 | $70,048-9.5% | $112,228-43.5% | $78,044-18.8% |
| Participation rate | 90.4% | 84.1%+6.2pp | 75.1%+15.3pp | 74.4%+15.9pp |
| Annual return | -13.79% | -10.85%-2.9pp | 27.45%-41.2pp | 10.87%-24.7pp |
| Employer contribution / active EE | $3,677 | $4,000-8.1% | $3,635+1.2% | $3,125+17.7% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,728-100.0% | $5,084-100.0% |
| Admin fee / account holder | $180 | $127+41.8% | $6,410-97.2% | $79+128.0% |