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 ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $156,567 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $100,000 |
WEINBERG, ROGER & ROSENFELD2+ years Service code 29 · EIN 94-2458080 | Legal | $80,242 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $30,053 |
ALLIED PRINTING COMPANY1 year Service code 36 · EIN 47-2090829 | Copying and duplicating; Other servic... | $7,267 |
Annual investment return 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 | $37,087 | $31,994+15.9% | $74,583-50.3% | $65,292-43.2% |
| Participation rate | 78.3% | 38.6%+39.7pp | 68.1%+10.2pp | 72.4%+5.9pp |
| Annual return | 7.14% | 18.54%-11.4pp | 20.47%-13.3pp | 11.84%-4.7pp |
| Employer contribution / active EE | $1,637 | $793+106.3% | $2,525-35.2% | $2,302-28.9% |
| Participant deferral / active EE | $0 | $1,345-100.0% | $3,458-100.0% | $3,579-100.0% |
| Admin fee / account holder | $84 | $74+13.4% | $4,138-98.0% | $57+46.6% |