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 9-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 |
|---|---|---|
ADMINISTRATION SERVICES INC.8+ years Service code 13 · EIN 05-0345198 | Contract Administrator | $14,112 |
WARD FISHER & COMPANY4 years Filed as: WARD FISHER & CO. Service code 10 · EIN 05-0234540 | Accounting | $14,100 |
RODIO & URSILLO1 year Filed as: RODIO & URSILLO LTD Service code 22 · EIN 05-0398359 | Insurance Broker | $10,560 |
Filed as: ANGELL PENSION GROUP Service code 17 · EIN 04-2530412 | Pension Consulting | $775 |
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 | $113,961 | $51,045+123.3% | $70,515+61.6% | $71,457+59.5% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.3%+31.7pp | 67.9%+32.1pp |
| Annual return | 17.72% | 42.63%-24.9pp | 32.77%-15.1pp | 28.85%-11.1pp |
| Employer contribution / active EE | $7,899 | $1,790+341.2% | $2,973+165.7% | $2,588+205.3% |
| Participant deferral / active EE | $0 | $3,026-100.0% | $4,567-100.0% | $4,289-100.0% |
| Admin fee / account holder | $335 | $1,994-83.2% | $6,412-94.8% | $1,587-78.9% |