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.5 years Service code 13 · EIN 38-2383171 | Contract Administrator | $108,510 |
WEDGE CAPITAL MANAGEMENT7 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $97,986 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $80,000 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $36,750 |
MELISSA W. COOK & ASSOCIATES9+ years Filed as: MELISSA W COOK & ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $24,044 |
THE BANK OF NEW YORK MELLON9+ years Filed as: U.S. BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $20,077 |
KENNEDY LAW FIRM5 years Service code 29 · EIN 82-4975249 | Legal | $18,335 |
ALSWEET ASSOCIATES7 years Service code 10 · EIN 95-2766134 | Accounting | $8,266 |
US BANK5 years Filed as: MUFG UNION BANK Service code 49 · EIN 94-0304228 | Other Services | $6,860 |
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 | $48,388 | $88,480-45.3% | $96,683-50.0% | $80,160-39.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 6.31% | 22.53%-16.2pp | 35.69%-29.4pp | 40.38%-34.1pp |
| Employer contribution / active EE | $2,297 | $4,176-45.0% | $3,737-38.5% | $2,978-22.9% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $131 | $212-38.0% | $6,730-98.0% | $145-9.4% |