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 |
|---|---|---|
Filed as: LAPIER DILLON & ASSOCATES PC Service code 10 · EIN 32-0048525 | Accounting | $39,817 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 14 8 FAIRFIELD BOULEVARD · WALLINGFORD, CT 06492 | Plan Administrator | $20,656 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROITMAN LLP Service code 29 33 HARRISON AVE · BOSTON, MA 02111 | Legal | $20,073 |
Filed as: SOLXSYS ADMINSTRATIVE SOLUTIONS Service code 14 321 RESEARCH PARKWAY · MERIDEN, CT 06450 | Plan Administrator | $15,600 |
NEW TOWER3+ years Filed as: NEW TOWER MANAGEMENT Service code 20 7315 WISCONSIN AVENUE · BETHESDA, MA 20814 | Trustee (individual) | $11,933 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 20 116 HUNTINGTON AVENUE · BOSTON, MA 02116 | Trustee (individual) | $9,500 |
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 | $56,833 | $82,917-31.5% | $103,333-45.0% | $77,643-26.8% |
| Participation rate | 91.6% | 71.6%+20.0pp | 74.5%+17.1pp | 70.6%+21.0pp |
| Annual return | 9.27% | 19.13%-9.9pp | 24.88%-15.6pp | 31.24%-22.0pp |
| Employer contribution / active EE | $4,027 | $3,552+13.4% | $3,868+4.1% | $2,726+47.7% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $277 | $638-56.5% | $8,355-96.7% | $430-35.6% |