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 SOLUTIONS8+ years Service code 14 5420 W SOUTHERN AVENUE · INDIANAPOLIS, IN 462415569 | Plan Administrator | $207,924 |
WASMER, SCHROEDER & CO INC.8+ years Service code 28 600 5TH AVENUE S. · NAPLES, FL 34102 | Investment Management | $198,655 |
Filed as: INTERCONTINENTAL Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $151,496 |
ATALANTA SOSNOFF8+ years Service code 28 · EIN 20-0461050 | Investment Management | $126,687 |
Filed as: GORLICK, KRAVITZ & LISTHAUS Service code 29 · EIN 13-3790829 | Legal | $110,772 |
Filed as: STACEY BRAUN Service code 28 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $108,993 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $102,500 |
Filed as: MERRILL LYNCH - SANTA BARBARA Service code 28 · EIN 13-5674085 | Investment Management | $85,102 |
LORD ABBETT2 years Service code 28 90 HUDSON STREET · JERSEY CITY, NJ 073023973 | Investment Management | $74,988 |
CASTIGLIA LLP8+ years Service code 10 · EIN 46-2725636 | Accounting | $65,609 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,065 | $76,774-17.9% | $112,228-43.8% | $77,904-19.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -9.11% | -10.25%+1.1pp | 27.45%-36.6pp | 12.21%-21.3pp |
| Employer contribution / active EE | $9,353 | $3,977+135.2% | $3,635+157.3% | $2,848+228.4% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $422 | $239+76.5% | $6,410-93.4% | $133+218.2% |