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 SOLUTIONS6 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 | Contract Administrator | $68,964 |
Filed as: EMPOWER RETIREMENT, LLC Service code 10 · EIN 84-1233483 | Accounting | $45,893 |
ROBERT CHEVERIE3 years Filed as: ROBERT M. CHEVERIE & ASSOCIATE Service code 29 · EIN 06-1335139 | Legal | $24,000 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 | Investment Management | $20,000 |
NOVAK FRANCELLA LLC6 years Service code 10 · EIN 61-1436956 | Accounting | $15,829 |
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 | $106,074 | $92,971+14.1% | $96,683+9.7% | $74,419+42.5% |
| Participation rate | 87.1% | 71.5%+15.5pp | 74.3%+12.7pp | 70.7%+16.3pp |
| Annual return | 15.40% | 37.49%-22.1pp | 35.69%-20.3pp | 34.38%-19.0pp |
| Employer contribution / active EE | $5,517 | $3,426+61.0% | $3,737+47.6% | $2,637+109.2% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $626 | $633-1.0% | $6,730-90.7% | $348+80.1% |