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.2+ years Filed as: BENESYS, INC Service code 10 · EIN 38-6058023 | Accounting | $29,317 |
ASHER KELLY1 year Service code 29 25800 NORTHWESTERN HIGHWAY · FARMINGTON HILLS, MI 48075 | Legal | $17,815 |
Filed as: MORGAN STANLEY Service code 19 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Securities Custodian | $15,274 |
Filed as: WRUBEL, WESLEY & CO CPAS Service code 10 · EIN 38-2574238 | Accounting | $5,100 |
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 | $2,410 | $88,480-97.3% | $96,683-97.5% | $80,160-97.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 7.16% | 22.53%-15.4pp | 35.69%-28.5pp | 40.38%-33.2pp |
| Employer contribution / active EE | $1,709 | $4,176-59.1% | $3,737-54.3% | $2,978-42.6% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $60 | $212-71.5% | $6,730-99.1% | $145-58.4% |