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 |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $41,893 |
Service code 13 · EIN 23-7293087 | Contract Administrator | $20,819 |
MCSOLEY MCCOY & CO1 year Filed as: MCSOLEY, MCCOY & CO., CPA'S Service code 10 · EIN 03-0327374 | Accounting | $7,350 |
LOCAL 693 BUSINESS OFFICE6+ years Service code 50 · EIN 03-0210219 | Direct Payment | $5,830 |
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 | $72,552 | $78,275-7.3% | $109,143-33.5% | $86,799-16.4% |
| Participation rate | 83.9% | 73.8%+10.0pp | 75.9%+8.0pp | 72.3%+11.6pp |
| Annual return | 30.10% | 19.14%+11.0pp | 25.75%+4.4pp | 97.91%-67.8pp |
| Employer contribution / active EE | $1,116 | $3,105-64.0% | $3,722-70.0% | $2,405-53.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $354 | $198+78.4% | $6,752-94.8% | $170+108.8% |