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 |
|---|---|---|
DODGE & COX5+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $61,176 |
BENESYS, INC.5+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $58,327 |
THE BANK OF NEW YORK MELLON5+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $28,030 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $13,143 |
MFOW WELFARE FUND5+ years Service code 13 · EIN 94-1254186 | Contract Administrator | $8,207 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,892 | $51,288+24.6% | $81,983-22.1% | $73,409-13.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.2%+30.8pp | 72.2%+27.8pp |
| Annual return | 4.88% | 29.48%-24.6pp | 41.31%-36.4pp | 59.29%-54.4pp |
| Employer contribution / active EE | $5,230 | $1,487+251.7% | $2,498+109.4% | $2,234+134.1% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,805-100.0% |
| Admin fee / account holder | $313 | $125+149.8% | $5,664-94.5% | $158+98.2% |