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.7+ years Filed as: BENESYS Service code 14 · EIN 34-1787882 3660 STUTZ DRIVE SUITE 10 · CANFIELD, OH 44406 | Plan Administrator | $14,400 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,592 | $86,897-93.6% | $151,611-96.3% | $64,808-91.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -7.15% | -3.57%-3.6pp | 3.33%-10.5pp | 32.82%-40.0pp |
| Employer contribution / active EE | $1,987 | $4,010-50.4% | $6,166-67.8% | $2,506-20.7% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $20 | $153-86.9% | $11,616-99.8% | $188-89.3% |