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 |
|---|---|---|
C.E. HUMPHREY3+ years Service code 26 · EIN 04-3411297 | Advisory (Participants) | $84,952 |
MANZI & ASSOCIATES, LLC3+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $37,604 |
VERONICA DYER3+ years Service code 30 · EIN 04-2647320 | Employee (plan) | $28,845 |
LANGAN & DEMPSEY3+ years Service code 29 · EIN 04-2125930 | Legal | $24,563 |
MICKEY LONG, ESQ.3+ years Service code 29 · EIN 04-3534086 | Legal | $23,105 |
HEATHER ROMERI3+ years Service code 30 · EIN 04-2647320 | Employee (plan) | $13,991 |
BENESYS, INC.3+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $11,610 |
TISHA POWERS2 years Service code 30 · EIN 04-2647320 | Employee (plan) | $9,761 |
MAUREEN DOHERTY3+ years Service code 30 · EIN 04-2647320 | Employee (plan) | $9,461 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROITMAN LLP Service code 29 · EIN 13-1928058 | Legal | $9,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,652 | $35,598+129.4% | $81,478+0.2% | $177,276-53.9% |
| Participation rate | 59.2% | 43.3%+15.9pp | 68.0%-8.8pp | 74.8%-15.7pp |
| Annual return | 14.72% | 22.81%-8.1pp | 38.78%-24.1pp | 21.25%-6.5pp |
| Employer contribution / active EE | $5,147 | $903+469.9% | $2,568+100.4% | $2,479+107.6% |
| Participant deferral / active EE | $21 | $1,276-98.3% | $3,537-99.4% | $3,881-99.5% |
| Admin fee / account holder | $75 | $82-8.3% | $4,561-98.4% | $154-51.5% |