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 SERVICE6 years Service code 13 · EIN 06-1188287 | Contract Administrator | $56,983 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 15 · EIN 43-1451524 | Recordkeeping | $25,541 |
REID & RIEGE, P.C.9+ years Service code 29 · EIN 06-0867204 | Legal | $16,636 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $10,066 |
NEWPORT GROUP, INC.9+ years Filed as: THE NEWPORT GROUP Service code 13 · EIN 62-1868111 | Contract Administrator | $8,059 |
FRESHTECH3 years Service code 49 66 CONNECTICUT BLVD. · EAST HARTFORD, CT 06108 | Other Services | $7,828 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 · EIN 84-0467907 | Direct Payment | $375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $36,071 | $92,971-61.2% | $96,683-62.7% | $74,419-51.5% |
| Participation rate | 96.8% | 71.5%+25.2pp | 74.3%+22.4pp | 70.7%+26.0pp |
| Annual return | 12.94% | 37.49%-24.5pp | 35.69%-22.8pp | 34.38%-21.4pp |
| Employer contribution / active EE | $2,444 | $3,426-28.7% | $3,737-34.6% | $2,637-7.3% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $433 | $633-31.6% | $6,730-93.6% | $348+24.4% |