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 |
|---|---|---|
BENESYS, INC.6 years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $140,237 |
Service code 29 · EIN 26-1367865 | Legal | $78,945 |
BERRY & CO., CPA'S LTD7 years Service code 10 · EIN 88-0400174 | Accounting | $73,591 |
Filed as: MIDWEST INSTITUTIONAL TRUST CO. Service code 19 · EIN 93-1799133 | Securities Custodian | $28,728 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $23,050 |
MILLIMAN, INC.10+ years Service code 16 · EIN 91-0675641 | Consulting | $22,750 |
SMART SOURCE LLC2 years Filed as: SMART SOURCE, LLC Service code 36 · EIN 30-0830429 | Copying and duplicating; Direct payme... | $20,614 |
NEPC, LLC5 years Service code 17 · EIN 26-1429809 | Pension Consulting | $18,838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,883 | $241,101-68.9% | $103,333-27.5% | $199,593-62.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 12.27% | 17.80%-5.5pp | 24.88%-12.6pp | 34.25%-22.0pp |
| Employer contribution / active EE | $6,811 | $4,244+60.5% | $3,868+76.1% | $3,034+124.5% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $58 | $288-79.8% | $8,355-99.3% | $269-78.4% |