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 |
|---|---|---|
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 19 · EIN 11-3665754 | Securities Custodian | $25,875 |
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $22,594 |
Service code 29 · EIN 34-4439491 | Legal | $14,305 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $13,000 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $9,246 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 19 · EIN 04-1590850 | Securities Custodian | $9,244 |
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 | $27,859 | $91,517-69.6% | $101,248-72.5% | $73,409-62.1% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 5.18% | 17.17%-12.0pp | 46.47%-41.3pp | 59.29%-54.1pp |
| Employer contribution / active EE | $1,682 | $2,877-41.5% | $3,660-54.1% | $2,234-24.7% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $238 | $216+10.4% | $5,945-96.0% | $158+50.9% |