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 6-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 |
|---|---|---|
Filed as: SANSIVERI AND KIMBALL Service code 10 · EIN 05-0255779 | Accounting | $12,625 |
PFG2 years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,518 |
ROBERT HUCKINS5+ years Service code 20 · EIN 01-7205692 | Direct payment from the plan; Trustee... | $7,500 |
EMPIRE VALUATION3 years Service code 34 · EIN 20-0558284 | Valuation (appraisals, etc.); Direct ... | $6,775 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $10,490 | $99,957-89.5% | $149,696-93.0% | $73,488-85.7% |
| Participation rate | 98.1% | 75.7%+22.4pp | 82.5%+15.6pp | 70.7%+27.4pp |
| Annual return | 4.69% | 53.87%-49.2pp | 276.60%-271.9pp | 28.51%-23.8pp |
| Employer contribution / active EE | $404 | $3,191-87.3% | $4,644-91.3% | $2,270-82.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $262 | $551-52.4% | $9,309-97.2% | $513-48.9% |