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 4-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.1 year Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $25,310 |
Filed as: MOONEY, GREEN SAINDON, MURPHY Service code 29 · EIN 52-1958229 | Legal | $11,048 |
Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 | Investment Management | $7,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $840 | $92,971-99.1% | $96,683-99.1% | $74,419-98.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 30.23% | 37.49%-7.3pp | 35.69%-5.5pp | 34.38%-4.1pp |
| Employer contribution / active EE | $646 | $3,426-81.2% | $3,737-82.7% | $2,637-75.5% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $175 | $633-72.3% | $6,730-97.4% | $348-49.6% |