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 Service code 13 · EIN 38-2383171 | Contract Administrator | $32,339 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 11270 W PARK PLACE SUITE 400 · MILWAUKEE, WI 53244 | Securities Custodian | $18,155 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 PO BOX 63610 · PHOENIX, AZ 85082 | Actuarial | $15,740 |
ULRICH CONSULTING GROUP5+ years Service code 51 · EIN 45-3972125 1805 RIO GRANDE BLVD NW SUITE ONE · ALBUQUERQUE, NM 87104 | Investment Mgmt Fees | $13,000 |
Filed as: JENNINGS, STROUSS, SALMON, PLC Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET STE 1900 · PHOENIX, AZ 85004 | Legal | $11,815 |
BALDWIN & BALDWIN PLLC5+ years Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85082 | Accounting | $10,692 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,291 | $66,601-65.0% | $92,893-74.9% | $67,579-65.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 16.53% | 92.58%-76.0pp | 109.41%-92.9pp | 378.56%-362.0pp |
| Employer contribution / active EE | $459 | $2,775-83.5% | $3,653-87.4% | $2,148-78.6% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $205 | $199+3.3% | $5,794-96.5% | $142+44.4% |