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 | $49,225 |
Service code 13 · EIN 23-7293087 | Contract Administrator | $22,209 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $9,525 |
LOCAL 693 BUSINESS OFFICE7+ years Service code 50 · EIN 03-0210219 | Direct Payment | $8,326 |
Service code 28 642 NEWTOWN YARDLEY RD 205 · NEWTOWN, PA 18940 | Investment Management | $5,000 |
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 | $66,657 | $106,236-37.3% | $112,228-40.6% | $64,808+2.9% |
| Participation rate | 84.2% | 71.7%+12.5pp | 75.1%+9.1pp | 71.5%+12.7pp |
| Annual return | -2.75% | -6.02%+3.3pp | 27.45%-30.2pp | 32.82%-35.6pp |
| Employer contribution / active EE | $1,644 | $3,166-48.1% | $3,635-54.8% | $2,506-34.4% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $403 | $452-10.7% | $6,410-93.7% | $188+114.7% |