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 | $67,011 |
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $61,821 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 20-2027092 | Accounting | $31,770 |
VERUS2 years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $22,500 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $14,541 |
NEYHART, ANDERSON, FLYNN & GROSBOLL10+ years Service code 29 · EIN 94-2576729 | Legal | $10,909 |
US BANK2 years Service code 49 · EIN 31-0841368 | Other Services | $5,890 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $61,800 | $82,917-25.5% | $103,333-40.2% | $77,643-20.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 10.30% | 19.13%-8.8pp | 24.88%-14.6pp | 31.24%-20.9pp |
| Employer contribution / active EE | $5,240 | $3,552+47.5% | $3,868+35.5% | $2,726+92.2% |
| Participant deferral / active EE | $1,453 | $4,108-64.6% | $5,057-71.3% | $4,647-68.7% |
| Admin fee / account holder | $293 | $638-54.0% | $8,355-96.5% | $430-31.8% |