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.1 year Service code 13 · EIN 38-2383171 | Contract Administrator | $65,490 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $31,542 |
VERUS1 year Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $19,583 |
Service code 29 · EIN 94-2576729 | Legal | $17,680 |
SMART SOURCE LLC1 year Service code 36 · EIN 30-0830429 | Direct payment from the plan; Copying... | $5,630 |
US BANK1 year Service code 49 · EIN 31-0841368 | Other Services | $5,333 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,910 | $92,971-37.7% | $96,683-40.1% | $74,419-22.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 14.43% | 37.49%-23.1pp | 35.69%-21.3pp | 34.38%-19.9pp |
| Employer contribution / active EE | $4,498 | $3,426+31.3% | $3,737+20.4% | $2,637+70.5% |
| Participant deferral / active EE | $1,102 | $3,970-72.2% | $4,878-77.4% | $4,528-75.7% |
| Admin fee / account holder | $298 | $633-52.8% | $6,730-95.6% | $348-14.2% |