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.6+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $74,957 |
REICH, ADELL & CVITAN6+ years Service code 29 · EIN 95-3082677 | Legal | $34,859 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $23,588 |
WILLIAM BLAIR2 years Service code 28 · EIN 27-6331814 | Investment Management | $14,097 |
US BANK4 years Service code 19 · EIN 31-0841368 | Securities Custodian | $10,611 |
NEPC, LLC4 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $10,000 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $9,242 |
ULLICO5 years Filed as: UNION BANK Service code 18 · EIN 94-0304228 | Direct payment from the plan; Custodi... | $8,973 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $7,406 |
Service code 28 · EIN 65-0080824 | Investment Management | $5,915 |
Employer contribution per participant 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 | $14,678 | $88,770-83.5% | $109,143-86.6% | $93,030-84.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 25.10% | 60.64%-35.5pp | 25.75%-0.6pp | 158.70%-133.6pp |
| Employer contribution / active EE | $607 | $3,780-83.9% | $3,722-83.7% | $2,706-77.6% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $77 | $172-55.3% | $6,752-98.9% | $152-49.2% |