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 |
|---|---|---|
USI CONSULTING GROUP2 years Service code 15 · EIN 06-1053228 | Recordkeeping | $231,399 |
KEVIN O'DONNELL6+ years Service code 14 · EIN 11-2428395 | Plan Administrator | $65,205 |
JACQUELINE M KINKADE1 year Filed as: JACQUELINE SACHER Service code 14 · EIN 11-2428395 | Plan Administrator | $37,403 |
PROSKAUER ROSE LLP6+ years Filed as: PROSKAUER Service code 29 · EIN 13-1840454 | Legal | $15,874 |
JANE MORRIS3 years Filed as: JANE COSTANTINO Service code 14 · EIN 11-2428395 | Plan Administrator | $15,600 |
Filed as: GOULD, KOBRICK AND SCHLAPP, P.C. Service code 10 · EIN 13-3082707 | Accounting | $15,000 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $13,257 |
MARK NARDELLA1 year Filed as: MARK GREEN Service code 14 · EIN 11-2428395 | Plan Administrator | $5,664 |
MICHAEL JONES1 year Service code 14 · EIN 11-2478395 | Plan Administrator | $5,558 |
Filed as: AMERICAN ALLIANCE CONF, LTD Service code 49 · EIN 04-3726599 | Other Services | $2,220 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,295 | $176,491-89.6% | $95,952-80.9% | $90,288-79.7% |
| Participation rate | 99.9% | 86.6%+13.3pp | 77.1%+22.8pp | 73.4%+26.5pp |
| Annual return | 12.65% | 20.14%-7.5pp | 91.61%-79.0pp | 53.97%-41.3pp |
| Employer contribution / active EE | $1,789 | $2,789-35.8% | $2,541-29.6% | $2,524-29.1% |
| Participant deferral / active EE | $614 | $5,340-88.5% | $4,167-85.3% | $4,232-85.5% |
| Admin fee / account holder | $149 | $154-3.0% | $6,795-97.8% | $114+31.0% |