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.4+ years Filed as: BENESYS, INC Service code 10 · EIN 38-6058023 | Accounting | $48,135 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 19 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Securities Custodian | $24,665 |
ASHER KELLY3 years Service code 29 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48075 | Legal | $7,687 |
Filed as: WRUBEL, WESLEY & CO CPAS Service code 10 · EIN 38-2574238 | Accounting | $5,200 |
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 | $4,664 | $103,641-95.5% | $107,525-95.7% | $102,872-95.5% |
| Participation rate | 97.5% | 79.4%+18.1pp | 75.1%+22.5pp | 73.0%+24.5pp |
| Annual return | 5.81% | 13.08%-7.3pp | 181.32%-175.5pp | 19.06%-13.3pp |
| Employer contribution / active EE | $1,893 | $5,096-62.9% | $3,754-49.6% | $3,526-46.3% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $64 | $276-76.7% | $8,919-99.3% | $292-78.0% |