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.2 years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $125,151 |
Service code 29 · EIN 26-1367865 | Legal | $72,007 |
BERRY & CO., CPA'S LTD6+ years Filed as: BERRY & CO., CPA'S Service code 10 · EIN 88-0400174 | Accounting | $56,518 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $27,273 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $14,850 |
MILLIMAN, INC.2 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $10,000 |
NEPC, LLC1 year Service code 17 · EIN 26-1429809 | Pension Consulting | $7,500 |
UNION INSURANCE GROUP1 year Service code 22 303 W ERIE STREET · CHICAGO, IL 60654 | Insurance Broker | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,457 | $81,719-12.6% | $101,248-29.4% | $90,288-20.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 11.82% | 337.64%-325.8pp | 46.47%-34.7pp | 53.97%-42.1pp |
| Employer contribution / active EE | $6,108 | $3,622+68.6% | $3,660+66.9% | $2,524+142.0% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $57 | $162-64.9% | $5,945-99.0% | $114-50.2% |