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 |
|---|---|---|
INSURANCE PROGRAMMERS, INC.2+ years Service code 13 · EIN 06-0811449 | Contract Administrator | $114,300 |
ROBERT CHEVERIE2+ years Filed as: ROBERT M.CHEVERIE & ASSOC.P.C. Service code 29 · EIN 06-1335139 | Legal | $63,600 |
UBS FINANCIAL SERVICES INC2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $55,000 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $51,873 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $21,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,913 | $54,392+4.6% | $84,750-32.8% | $63,975-11.0% |
| Participation rate | 94.8% | 76.9%+17.9pp | 76.6%+18.2pp | 71.1%+23.6pp |
| Annual return | 5.26% | 611.38%-606.1pp | 22.78%-17.5pp | 48.65%-43.4pp |
| Employer contribution / active EE | $7,097 | $2,943+141.1% | $3,574+98.6% | $2,182+225.3% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $82 | $136-39.9% | $5,332-98.5% | $70+15.9% |