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.8+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $68,315 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $51,404 |
US BANK1 year Service code 19 · EIN 31-0841368 | Securities Custodian | $25,555 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $16,058 |
Filed as: M.F.O.W. WELFARE PLAN Service code 13 · EIN 94-1254186 | Contract Administrator | $9,756 |
TRUCKER HUSS8+ years Service code 29 · EIN 94-3216063 | Legal | $8,865 |
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 | $56,880 | $49,693+14.5% | $70,515-19.3% | $74,419-23.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 68.3%+31.7pp | 70.7%+29.3pp |
| Annual return | -1.41% | 21.22%-22.6pp | 32.77%-34.2pp | 34.38%-35.8pp |
| Employer contribution / active EE | $5,105 | $1,773+187.9% | $2,973+71.7% | $2,637+93.6% |
| Participant deferral / active EE | $0 | $3,376-100.0% | $4,567-100.0% | $4,528-100.0% |
| Admin fee / account holder | $354 | $316+12.1% | $6,412-94.5% | $348+1.7% |