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 |
|---|---|---|
INSPERITY RETIREMENT SERVICES8+ years Service code 13 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Contract Administrator | $150,924 |
Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 20 GLOVER AVENUE · NORWALK, CT 06850 | Advisory (Plan) | $120,000 |
THE BANK OF NEW YORK MELLON4 years Service code 19 · EIN 25-1926855 240 GREENWICH STREET · NEW YORK, NY 10286 | Securities Custodian | $103,866 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 16 · EIN 83-1116912 420 LEXINGTON AVE · NEW YORK, NY 10170 | Consulting | $62,477 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 200 PLAZA DRIVE · SECAUCUS, NJ 07094 | Accounting | $49,593 |
PRONVEST8+ years Service code 26 · EIN 62-1823351 1203 CARTER STREET · CHATTANOOGA, TN 37042 | Advisory (Participants) | $44,727 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,463 | $95,388-5.2% | $125,339-27.8% | $77,904+16.1% |
| Participation rate | 81.1% | 78.6%+2.5pp | 82.4%-1.2pp | 73.7%+7.4pp |
| Annual return | -15.51% | 116.19%-131.7pp | 572.05%-587.6pp | 12.21%-27.7pp |
| Employer contribution / active EE | $3,529 | $3,666-3.7% | $4,814-26.7% | $2,848+23.9% |
| Participant deferral / active EE | $6,571 | $7,711-14.8% | $7,446-11.8% | $4,806+36.7% |
| Admin fee / account holder | $107 | $119-9.6% | $10,010-98.9% | $133-18.9% |