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 SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 | Contract Administrator | $66,312 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 10 · EIN 04-1590850 | Accounting | $48,812 |
Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 | Investment Management | $20,000 |
ROBERT CHEVERIE1 year Filed as: ROBERT M. CHEVERIE & ASSOCIATE Service code 29 · EIN 06-1335139 | Legal | $18,000 |
NOVAK FRANCELLA LLC4 years Service code 10 · EIN 61-1436956 | Accounting | $15,739 |
Filed as: SCHUMAKER, LOOP, & KENDRICK LLP Service code 29 · EIN 34-4439491 | Legal | $11,115 |
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 | $95,739 | $78,275+22.3% | $109,143-12.3% | $86,799+10.3% |
| Participation rate | 84.6% | 73.8%+10.7pp | 75.9%+8.7pp | 72.3%+12.3pp |
| Annual return | 12.50% | 19.14%-6.6pp | 25.75%-13.2pp | 97.91%-85.4pp |
| Employer contribution / active EE | $4,260 | $3,105+37.2% | $3,722+14.5% | $2,405+77.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $500 | $198+151.8% | $6,752-92.6% | $170+194.7% |