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 8-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 |
|---|---|---|
VERUS5 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $62,436 |
BENESYS, INC.6+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $27,288 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $21,910 |
Service code 29 · EIN 94-2576729 | Legal | $8,291 |
COMERICA BANK4 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $6,973 |
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 | $45,340 | $78,275-42.1% | $109,143-58.5% | $86,799-47.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 17.59% | 19.14%-1.6pp | 25.75%-8.2pp | 97.91%-80.3pp |
| Employer contribution / active EE | $7,519 | $3,105+142.2% | $3,722+102.0% | $2,405+212.6% |
| Participant deferral / active EE | $643 | $3,641-82.3% | $4,653-86.2% | $4,131-84.4% |
| Admin fee / account holder | $214 | $198+7.6% | $6,752-96.8% | $170+26.0% |