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 SERVICE3 years Service code 13 · EIN 06-1188287 | Contract Administrator | $52,327 |
NEWPORT GROUP, INC.6+ years Filed as: THE NEWPORT GROUP Service code 13 · EIN 62-1868111 | Contract Administrator | $28,831 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 15 | Recordkeeping | $27,540 |
REID & RIEGE, P.C.6+ years Service code 29 · EIN 06-0867204 | Legal | $22,166 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $8,086 |
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 | $34,210 | $91,517-62.6% | $101,248-66.2% | $73,409-53.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 11.33% | 17.17%-5.8pp | 46.47%-35.1pp | 59.29%-48.0pp |
| Employer contribution / active EE | $2,427 | $2,877-15.6% | $3,660-33.7% | $2,234+8.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $450 | $216+108.3% | $5,945-92.4% | $158+184.7% |