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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5+ years Service code 14 5420 W SOUTHERN AVENUE · INDIANAPOLIS, IN 462415569 | Plan Administrator | $296,255 |
WASMER, SCHROEDER & CO INC.5+ years Service code 28 600 5TH AVENUE S. · NAPLES, FL 34102 | Investment Management | $266,746 |
Filed as: SANTA BARBARA Service code 28 · EIN 20-3432117 | Investment Management | $200,000 |
ATALANTA SOSNOFF5+ years Service code 10 · EIN 20-0461050 | Accounting | $129,983 |
Filed as: INTERCONTINENTAL Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $94,627 |
Filed as: STACEY BRAUN Service code 28 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $77,855 |
VIRGINIA & AMBINDER, LLP5+ years Filed as: VIRGINIA & AMBINDER Service code 29 · EIN 13-4166736 | Legal | $61,503 |
CASTIGLIA LLP5+ years Service code 10 · EIN 46-2725636 | Accounting | $60,609 |
Filed as: GORLICK, KRAVITZ & LISTHAUS Service code 29 · EIN 13-3790829 | Legal | $51,445 |
PNC BANK, N.A.3 years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $37,030 |
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 | $66,001 | $66,051-0.1% | $92,893-28.9% | $77,787-15.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 11.45% | 20.69%-9.2pp | 109.41%-98.0pp | 32.57%-21.1pp |
| Employer contribution / active EE | $10,054 | $3,426+193.5% | $3,653+175.3% | $2,504+301.5% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $384 | $148+159.5% | $5,794-93.4% | $100+283.3% |