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 |
|---|---|---|
REID & RIEGE, P.C.5 years Filed as: REID & REIGE Service code 50 · EIN 06-0867204 | Direct Payment | $30,221 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS. INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,000 |
NOVAK FRANCELLA LLC5 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $28,060 |
EMPLOYEE K7+ years Filed as: EMPLOYEE Service code 30 · EIN 06-1074625 | Direct payment from the plan; Employe... | $25,173 |
BENESYS, INC.4 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 16 · EIN 23-2182079 | Consulting | $10,552 |
R.M. CHEVERIE & ASSOCIATES5 years Service code 29 · EIN 06-1335139 | Legal | $7,204 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $245 |
ALLSPRING1 year Service code 28 · EIN 84-6615098 | Investment Management | $0 |
DODGE & COX5 years Filed as: DODGE AND COX Service code 28 · EIN 94-6067274 | Investment Management | $0 |
EATON VANCE5 years Service code 28 · EIN 04-6039283 | Investment Management | $0 |
Participant contribution per participant 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 | $60,739 | $76,774-20.9% | $112,228-45.9% | $77,904-22.0% |
| Participation rate | 80.7% | 80.2%+0.5pp | 75.1%+5.6pp | 73.7%+7.0pp |
| Annual return | -8.92% | -10.25%+1.3pp | 27.45%-36.4pp | 12.21%-21.1pp |
| Employer contribution / active EE | $3,590 | $3,977-9.7% | $3,635-1.2% | $2,848+26.1% |
| Participant deferral / active EE | $188 | $3,778-95.0% | $4,728-96.0% | $4,806-96.1% |
| Admin fee / account holder | $205 | $239-14.4% | $6,410-96.8% | $133+54.4% |