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 |
|---|---|---|
BENEFIT SOLUTIONS INC8+ years Filed as: BENEFIT SOLUTIONS INC. Service code 15 · EIN 51-0439960 5960 US ROUTE 60, STE 1 · BARBOURSVILLE, KY 25504 | Recordkeeping | $65,542 |
UMR8+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $13,697 |
GENESIS ASSET MANAGERS LLP6 years Filed as: GENESIS BENEFIT SOLUTIONS INC. Service code 16 7007 GRAHAM RD 208 · INDIANAPOLIS, IN 46220 | Consulting | $5,014 |
FRANK N HESTAND CPA PSC8+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,202 | $106,236-94.2% | $112,228-94.5% | $64,808-90.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -18.90% | -6.02%-12.9pp | 27.45%-46.4pp | 32.82%-51.7pp |
| Employer contribution / active EE | $777 | $3,166-75.5% | $3,635-78.6% | $2,506-69.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $120 | $452-73.4% | $6,410-98.1% | $188-36.1% |