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 SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 | Contract Administrator | $63,768 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 10 · EIN 04-1590850 | Accounting | $51,999 |
Filed as: SCHUMAKER, LOOP, & KENDRICK LLP Service code 29 · EIN 34-4439491 | Legal | $25,635 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $18,750 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 61-1436956 | Accounting | $15,027 |
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 | $86,018 | $91,517-6.0% | $101,248-15.0% | $73,409+17.2% |
| Participation rate | 90.1% | 73.8%+16.3pp | 75.8%+14.3pp | 72.2%+17.9pp |
| Annual return | 14.19% | 17.17%-3.0pp | 46.47%-32.3pp | 59.29%-45.1pp |
| Employer contribution / active EE | $2,783 | $2,877-3.3% | $3,660-24.0% | $2,234+24.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $469 | $216+117.5% | $5,945-92.1% | $158+197.3% |