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 SOLUTIONS5 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 | Contract Administrator | $68,895 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 10 · EIN 04-1590850 | Accounting | $46,995 |
ROBERT CHEVERIE2 years Filed as: ROBERT M. CHEVERIE & ASSOCIATE Service code 29 · EIN 06-1335139 | Legal | $24,000 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 | Investment Management | $20,000 |
NOVAK FRANCELLA LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $16,386 |
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 | $82,072 | $106,236-22.7% | $112,228-26.9% | $64,808+26.6% |
| Participation rate | 77.4% | 71.7%+5.7pp | 75.1%+2.3pp | 71.5%+5.9pp |
| Annual return | -16.52% | -6.02%-10.5pp | 27.45%-44.0pp | 32.82%-49.3pp |
| Employer contribution / active EE | $3,995 | $3,166+26.2% | $3,635+9.9% | $2,506+59.4% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $543 | $452+20.3% | $6,410-91.5% | $188+189.4% |