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.3 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $83,372 |
THE WAGNER LAW GROUP4 years Service code 29 · EIN 04-3323315 | Legal | $72,669 |
THE BANK OF NEW YORK MELLON4 years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $29,749 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $26,668 |
EIDE BAILLY LLP6 years Service code 10 · EIN 45-0250958 | Accounting | $22,666 |
Filed as: INVESTMENT PERFORMANCE SVCS, LLC Service code 16 · EIN 58-2432390 | Consulting | $20,000 |
DWS FUNDS1 year Filed as: RREEF AMERICA L.L.C Service code 28 · EIN 58-2364506 | Investment Management | $13,359 |
Service code 28 · EIN 84-3937993 | Investment Management | $11,220 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $7,842 |
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 | $16,374 | $103,641-84.2% | $107,525-84.8% | $102,872-84.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 8.70% | 13.08%-4.4pp | 181.32%-172.6pp | 19.06%-10.4pp |
| Employer contribution / active EE | $443 | $5,096-91.3% | $3,754-88.2% | $3,526-87.4% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $129 | $276-53.1% | $8,919-98.5% | $292-55.7% |