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 SOLUTIONS7 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 | Contract Administrator | $68,964 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 10 · EIN 84-0467907 | Accounting | $43,388 |
ROBERT CHEVERIE4 years Filed as: ROBERT M. CHEVERIE & ASSOCIATE Service code 29 · EIN 06-1335139 | Legal | $24,000 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 | Investment Management | $20,000 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $15,702 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,928 | $82,917+19.3% | $103,333-4.3% | $77,643+27.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 11.31% | 19.13%-7.8pp | 24.88%-13.6pp | 31.24%-19.9pp |
| Employer contribution / active EE | $5,276 | $3,552+48.6% | $3,868+36.4% | $2,726+93.6% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $517 | $638-18.9% | $8,355-93.8% | $430+20.2% |