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 Service code 13 · EIN 38-2383171 | Contract Administrator | $71,896 |
DODGE & COX4 years Service code 28 · EIN 94-1441976 | Investment Management | $60,058 |
US BANK3 years Service code 19 · EIN 31-0841368 | Securities Custodian | $27,908 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $18,909 |
Filed as: STEPHEN HORN INSURANCE Service code 50 · EIN 94-3249244 | Direct Payment | $12,174 |
MFOW WELFARE FUND2 years Filed as: M.F.O.W. WELFARE FUND Service code 13 · EIN 94-1254186 | Contract Administrator | $9,002 |
TRUCKER HUSS2 years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216093 | Legal | $7,717 |
LEONARD CARDER, LLP1 year Service code 29 · EIN 94-2819269 | Legal | $6,316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $57,831-100.0% | $82,389-100.0% | $85,563-100.0% |
| Participation rate | 0.0% | 55.0%-55.0pp | 69.5%-69.5pp | 66.0%-66.0pp |
| Annual return | 6.93% | 17.86%-10.9pp | 28.67%-21.7pp | 31.51%-24.6pp |
| Employer contribution / active EE | $6,077 | $1,643+269.9% | $2,517+141.4% | $2,654+129.0% |
| Participant deferral / active EE | $0 | $3,118-100.0% | $4,155-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,391-100.0% | $7,231-100.0% | $834-100.0% |