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 |
|---|---|---|
Service code 13 · EIN 52-1590516 | Contract Administrator | $114,300 |
ROBERT CHEVERIE3+ years Filed as: ROBERT M.CHEVERIE & ASSOC.P.C. Service code 29 · EIN 06-1335139 | Legal | $63,600 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $59,967 |
UBS FINANCIAL SERVICES INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $55,000 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $21,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,442 | $59,184+12.3% | $92,233-28.0% | $177,276-62.5% |
| Participation rate | 93.0% | 85.6%+7.4pp | 76.5%+16.5pp | 74.8%+18.2pp |
| Annual return | 11.85% | 15.88%-4.0pp | 176.28%-164.4pp | 21.25%-9.4pp |
| Employer contribution / active EE | $8,553 | $2,985+186.6% | $3,679+132.5% | $2,479+245.0% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $71 | $98-27.8% | $5,194-98.6% | $154-53.9% |