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 SERVICES10+ years Service code 13 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Contract Administrator | $221,879 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 27 · EIN 13-3575636 20 GLOVER AVENUE · NORWALK, CT 06850 | Advisory (Plan) | $120,000 |
THE BANK OF NEW YORK MELLON6 years Service code 19 · EIN 25-1926855 240 GREENWICH STREET · NEW YORK, NY 10286 | Securities Custodian | $119,008 |
BUCK GLOBAL, LLC3 years Filed as: BUCK GLOBAL LLC Service code 16 · EIN 83-1116912 420 LEXINGTON AVE · NEW YORK, NY 10170 | Consulting | $78,250 |
PRONVEST2 years Filed as: PRONVEST INC. DBA FUTURE CAPITAL Service code 26 · EIN 62-1823351 1203 CARTER STREET · CHATTANOOGA, TN 37042 | Advisory (Participants) | $66,036 |
ERNST & YOUNG LLP6 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 200 PLAZA DRIVE · SECAUCUS, NJ 07094 | Accounting | $65,919 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,924 | $122,186-1.0% | $146,958-17.7% | $199,593-39.4% |
| Participation rate | 83.4% | 78.3%+5.1pp | 82.2%+1.2pp | 72.0%+11.4pp |
| Annual return | 15.29% | 30.56%-15.3pp | 418.34%-403.0pp | 34.25%-19.0pp |
| Employer contribution / active EE | $3,885 | $4,093-5.1% | $4,933-21.2% | $3,034+28.0% |
| Participant deferral / active EE | $7,079 | $8,502-16.7% | $8,070-12.3% | $5,087+39.2% |
| Admin fee / account holder | $125 | $179-29.8% | $12,998-99.0% | $269-53.3% |