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 3-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 SOLUTIONS2+ years Service code 14 8 FAIRFIELD BOULEVARD · WALLINGFORD, CT 06492 | Plan Administrator | $29,984 |
NEW TOWER2+ years Filed as: NEW TOWER MANAGEMENT Service code 20 7315 WISCONSIN AVENUE · BETHESDA, MA 20814 | Trustee (individual) | $13,127 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROITMAN LLP Service code 29 111 DEVONSHIRE STREET · BOSTON, MA 02109 | Legal | $12,099 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 20 116 HUNTINGTON AVENUE · BOSTON, MA 02116 | Trustee (individual) | $6,000 |
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 | $52,191 | $92,971-43.9% | $96,683-46.0% | $74,419-29.9% |
| Participation rate | 83.5% | 71.5%+12.0pp | 74.3%+9.2pp | 70.7%+12.8pp |
| Annual return | 8.80% | 37.49%-28.7pp | 35.69%-26.9pp | 34.38%-25.6pp |
| Employer contribution / active EE | $3,717 | $3,426+8.5% | $3,737-0.5% | $2,637+40.9% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $154 | $633-75.6% | $6,730-97.7% | $348-55.6% |