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 |
|---|---|---|
BRESCIAS PRINTING SERVICE2 years Service code 13 · EIN 06-1188287 | Contract Administrator | $49,773 |
NEWPORT GROUP, INC.5+ years Filed as: THE NEWPORT GROUP Service code 13 · EIN 62-1868111 | Contract Administrator | $21,729 |
FUTURE BENEFITS5+ years Service code 15 · EIN 06-1217398 | Recordkeeping | $19,360 |
REID & RIEGE, P.C.5+ years Service code 29 · EIN 06-0867204 | Legal | $13,674 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $8,107 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 15 | Recordkeeping | $6,836 |
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 | $33,769 | $66,601-49.3% | $92,893-63.6% | $67,579-50.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 18.15% | 92.58%-74.4pp | 109.41%-91.3pp | 378.56%-360.4pp |
| Employer contribution / active EE | $2,360 | $2,775-15.0% | $3,653-35.4% | $2,148+9.9% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $363 | $199+82.7% | $5,794-93.7% | $142+155.4% |