See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP5+ years Service code 10 · EIN 13-1577780 | Accounting | $53,836 |
NEW & KARFUNKEL, P.C.3 years Filed as: NEW & KARFUNKEL Service code 29 · EIN 22-2553368 | Legal | $25,942 |
E.G. ACCOUNTING5+ years Service code 10 · EIN 11-3756843 | Accounting | $16,126 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $13,002 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $12,495 |
CARY KANE LLP1 year Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $11,856 |
MR. MICROCHIP5+ years Service code 15 · EIN 59-3084068 | Recordkeeping | $5,688 |
THE SEGAL COMPANY5+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $5,380 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 15 · EIN 06-1050034 | Recordkeeping | $5,115 |
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 | $38,006 | $74,462-49.0% | $81,983-53.6% | $90,288-57.9% |
| Participation rate | 100.0% | 69.7%+30.3pp | 69.2%+30.8pp | 73.4%+26.6pp |
| Annual return | 5.65% | 17.56%-11.9pp | 41.31%-35.7pp | 53.97%-48.3pp |
| Employer contribution / active EE | $1,505 | $2,334-35.5% | $2,498-39.8% | $2,524-40.4% |
| Participant deferral / active EE | $0 | $3,602-100.0% | $3,722-100.0% | $4,232-100.0% |
| Admin fee / account holder | $175 | $98+78.8% | $5,664-96.9% | $114+53.6% |