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 |
|---|---|---|
NOITU INSURANCE TRUST FUND2 years Service code 50 · EIN 11-1740492 | Direct Payment | $486,949 |
USI CONSULTING GROUP4 years Service code 15 · EIN 06-1053228 | Recordkeeping | $257,933 |
Service code 14 · EIN 11-1896570 | Plan Administrator | $60,492 |
PROSKAUER ROSE LLP2 years Service code 29 · EIN 13-1840454 | Legal | $21,203 |
Filed as: GOULD, KOBRICK AND SCHLAPP, P.C. Service code 10 · EIN 13-3082707 | Accounting | $15,000 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $13,338 |
Participant contribution per participant 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 | $17,569 | $130,141-86.5% | $86,677-79.7% | $77,904-77.4% |
| Participation rate | 100.0% | 85.9%+14.1pp | 76.6%+23.4pp | 73.7%+26.3pp |
| Annual return | -14.50% | -12.75%-1.8pp | 35.91%-50.4pp | 12.21%-26.7pp |
| Employer contribution / active EE | $1,771 | $3,220-45.0% | $2,836-37.6% | $2,848-37.8% |
| Participant deferral / active EE | $698 | $5,757-87.9% | $4,656-85.0% | $4,806-85.5% |
| Admin fee / account holder | $159 | $132+20.9% | $7,493-97.9% | $133+20.1% |