See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Service code 13 · EIN 52-1590516 P.O. BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $46,548 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 51 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Mgmt Fees | $24,559 |
ROBERT CHEVERIE8 years Filed as: ROBERT M. CHEVERIE & ASSOCIATES P.C Service code 29 · EIN 06-1335139 333 EAST RIVER DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Legal | $24,000 |
THE SEGAL COMPANY10+ years Service code 23 · EIN 13-1835864 116 HUNTINGTON AVE, 8TH FLOOR · BOSTON, MA 02116 | Insurance services | $19,015 |
BEERS, HAMERMAN, COHEN & BURGER, PC10+ years Filed as: BEERS HAMERMAN COHEN & BURGER PC Service code 10 · EIN 47-2517893 234 CHURCH STREET · NEW HAVEN, CT 06535 | Accounting | $17,700 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $9,000 |
NOVAK FRANCELLA LLC6 years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 255 ROUTE 80 · KILLINGWORTH, CT 06419 | Accounting | $5,591 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,339 | $82,917+57.2% | $103,333+26.1% | $77,643+67.9% |
| Participation rate | 91.5% | 71.6%+20.0pp | 74.5%+17.0pp | 70.6%+21.0pp |
| Annual return | 11.90% | 19.13%-7.2pp | 24.88%-13.0pp | 31.24%-19.3pp |
| Employer contribution / active EE | $8,817 | $3,552+148.3% | $3,868+128.0% | $2,726+223.5% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $219 | $638-65.6% | $8,355-97.4% | $430-49.0% |