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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 50 245 SUMMER STREET · BOSTON, MA 02210 | Direct Payment | $642,030 |
MANZI & ASSOCIATES, LLC10+ years Service code 10 · EIN 04-3508036 | Accounting | $37,151 |
ROBERT CHEVERIE10+ years Service code 29 · EIN 06-1335139 | Legal | $28,787 |
Service code 15 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $27,813 |
EMPLOYEE FIDUCIARY, LLC5 years Filed as: EMPLOYEE C Service code 30 · EIN 04-1149051 | Employee (plan) | $25,836 |
EMPLOYEE FIDUCIARY, LLC5 years Filed as: EMPLOYEE D Service code 30 · EIN 04-1149051 | Employee (plan) | $18,086 |
EMPLOYEE FIDUCIARY, LLC5 years Filed as: EMPLOYEE A Service code 30 · EIN 04-1149051 | Employee (plan) | $9,144 |
EMPLOYEE FIDUCIARY, LLC5 years Filed as: EMPLOYEE B Service code 30 · EIN 04-1149051 | Employee (plan) | $6,667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $143,337 | $103,641+38.3% | $107,525+33.3% | $102,872+39.3% |
| Participation rate | 59.8% | 79.4%-19.6pp | 75.1%-15.2pp | 73.0%-13.2pp |
| Annual return | 10.25% | 13.08%-2.8pp | 181.32%-171.1pp | 19.06%-8.8pp |
| Employer contribution / active EE | $5,752 | $5,096+12.9% | $3,754+53.2% | $3,526+63.1% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $380 | $276+37.5% | $8,919-95.7% | $292+30.0% |