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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 | Contract Administrator | $61,314 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 10 · EIN 04-1590850 | Accounting | $49,700 |
Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $25,000 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $16,077 |
Filed as: SCHUMAKER, LOOP, & KENDRICK LLP Service code 29 · EIN 34-4439491 | Legal | $10,257 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,754 | $66,601+13.7% | $92,893-18.5% | $67,579+12.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 20.64% | 92.58%-71.9pp | 109.41%-88.8pp | 378.56%-357.9pp |
| Employer contribution / active EE | $4,736 | $2,775+70.6% | $3,653+29.7% | $2,148+120.5% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $406 | $199+104.4% | $5,794-93.0% | $142+185.7% |