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.1 year Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $17,729 |
Filed as: QUEST INVESTMENT MGMT Service code 28 · EIN 93-0880854 | Investment Management | $17,421 |
PLATFORM CPAS LLP1 year Service code 10 · EIN 88-4342576 | Accounting | $8,726 |
US BANK10+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $5,739 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,527 | $82,917-34.2% | $103,333-47.2% | $77,643-29.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 16.06% | 19.13%-3.1pp | 24.88%-8.8pp | 31.24%-15.2pp |
| Employer contribution / active EE | $7,239 | $3,552+103.8% | $3,868+87.1% | $2,726+165.6% |
| Participant deferral / active EE | $301 | $4,108-92.7% | $5,057-94.0% | $4,647-93.5% |
| Admin fee / account holder | $67 | $638-89.6% | $8,355-99.2% | $430-84.5% |