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.4+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $68,812 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $47,781 |
REICH, ADELL & CVITAN4+ years Service code 29 · EIN 95-3082677 | Legal | $22,522 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $20,454 |
US BANK2 years Service code 19 · EIN 31-0841368 | Securities Custodian | $13,342 |
NEPC, LLC2 years Service code 17 · EIN 26-1429809 | Pension Consulting | $10,000 |
ULLICO3 years Filed as: UNION BANK Service code 18 · EIN 94-0304228 | Direct payment from the plan; Custodi... | $7,128 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,471 | $66,051-79.6% | $92,893-85.5% | $77,787-82.7% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 4.77% | 20.69%-15.9pp | 109.41%-104.6pp | 32.57%-27.8pp |
| Employer contribution / active EE | $481 | $3,426-86.0% | $3,653-86.8% | $2,504-80.8% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $78 | $148-47.4% | $5,794-98.7% | $100-22.3% |