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 & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $68,519 |
BENESYS, INC.7+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $65,207 |
THE BANK OF NEW YORK MELLON7+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $33,954 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $15,022 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN, P.C Service code 10 · EIN 22-2027092 | Accounting | $13,638 |
TRUCKER HUSS7+ years Service code 29 · EIN 94-3216063 | Legal | $9,840 |
Filed as: M.F.O.W. WELFARE PLAN Service code 13 · EIN 94-1254186 | Contract Administrator | $9,784 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,445 | $44,764+37.3% | $68,791-10.7% | $64,808-5.2% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.0%+31.0pp | 71.5%+28.5pp |
| Annual return | -5.00% | -10.91%+5.9pp | -6.38%+1.4pp | 32.82%-37.8pp |
| Employer contribution / active EE | $5,238 | $1,775+195.1% | $2,655+97.3% | $2,506+109.0% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,941-100.0% | $4,310-100.0% |
| Admin fee / account holder | $357 | $151+136.2% | $4,932-92.8% | $188+90.3% |