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 Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $376,818 |
Service code 15 · EIN 91-2090931 | Recordkeeping | $232,275 |
MAMMINI COMPANY INC.2 years Filed as: MAMMINI COMPANY, INC Service code 26 · EIN 47-0879697 | Advisory (Participants) | $215,479 |
MATRIX TRUST COMPANY10+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $195,349 |
KRAW LAW GROUP2 years Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $127,024 |
SMART SOURCE LLC4 years Service code 36 · EIN 30-0830429 | Copying and duplicating; Direct payme... | $90,373 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $51,036 |
STEPHEN HORN INSURANCE SERVICES10+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $14,621 |
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 | $137,608 | $103,641+32.8% | $107,525+28.0% | $102,872+33.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 12.86% | 13.08%-0.2pp | 181.32%-168.5pp | 19.06%-6.2pp |
| Employer contribution / active EE | $11,134 | $5,096+118.5% | $3,754+196.6% | $3,526+215.7% |
| Participant deferral / active EE | $1,971 | $3,789-48.0% | $5,116-61.5% | $5,535-64.4% |
| Admin fee / account holder | $149 | $276-46.1% | $8,919-98.3% | $292-49.0% |