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 |
|---|---|---|
Filed as: WASMER, SCHROEDER & CO -C. SCHWAB Service code 28 600 5TH AVENUE S. · NAPLES, FL 34102 | Investment Management | $211,469 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 14 5420 W SOUTHERN AVENUE · INDIANAPOLIS, IN 462415569 | Plan Administrator | $204,508 |
Filed as: INTERCONTINENTAL Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $159,059 |
Filed as: STACEY BRAUN Service code 28 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $136,511 |
ATALANTA SOSNOFF10+ years Service code 28 · EIN 20-0461050 | Investment Management | $134,245 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $102,500 |
VIRGINIA & AMBINDER, LLP10+ years Filed as: VIRGINIA & AMBINDER Service code 29 · EIN 13-4166736 | Legal | $88,397 |
LORD ABBETT4 years Service code 28 90 HUDSON STREET · JERSEY CITY, NJ 073023973 | Investment Management | $85,927 |
ONEDIGITAL INVESTMENT ADVISORS LLC10+ years Filed as: GORLICK, KRAVITZ & LISTHAUS Service code 29 · EIN 13-3790829 | Legal | $85,213 |
Filed as: SANTA BARBARA Service code 28 · EIN 13-5674085 820 STATE ST. · SANTA BARBARA, CA 93101 | Investment Management | $82,712 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,441 | $241,101-72.0% | $103,333-34.7% | $199,593-66.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 7.19% | 17.80%-10.6pp | 24.88%-17.7pp | 34.25%-27.1pp |
| Employer contribution / active EE | $11,120 | $4,244+162.0% | $3,868+187.5% | $3,034+266.5% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $428 | $288+48.9% | $8,355-94.9% | $269+59.3% |