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 SERVICE5 years Service code 13 · EIN 06-1188287 | Contract Administrator | $55,284 |
NEWPORT GROUP, INC.8+ years Filed as: THE NEWPORT GROUP Service code 13 · EIN 62-1868111 | Contract Administrator | $45,672 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 15 · EIN 43-1451524 | Recordkeeping | $42,104 |
REID & RIEGE, P.C.8+ years Service code 29 · EIN 06-0867204 | Legal | $21,215 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $7,600 |
FRESHTECH2 years Service code 49 66 CONNECTICUT BLVD. · EAST HARTFORD, CT 06108 | Other Services | $5,997 |
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 | $31,522 | $106,236-70.3% | $112,228-71.9% | $64,808-51.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -17.37% | -6.02%-11.4pp | 27.45%-44.8pp | 32.82%-50.2pp |
| Employer contribution / active EE | $2,257 | $3,166-28.7% | $3,635-37.9% | $2,506-9.9% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $597 | $452+32.2% | $6,410-90.7% | $188+217.9% |