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 SOLUTIONS9+ years Service code 14 5420 W SOUTHERN AVENUE · INDIANAPOLIS, IN 462415569 | Plan Administrator | $207,924 |
WASMER, SCHROEDER & CO INC.9+ years Service code 28 600 5TH AVENUE S. · NAPLES, FL 34102 | Investment Management | $199,704 |
Filed as: INTERCONTINENTAL Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $158,950 |
ATALANTA SOSNOFF9+ years Service code 28 · EIN 20-0461050 | Investment Management | $125,528 |
Filed as: STACEY BRAUN Service code 28 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $112,180 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $102,500 |
Filed as: GORLICK, KRAVITZ & LISTHAUS Service code 29 · EIN 13-3790829 | Legal | $83,475 |
Filed as: MERRILL LYNCH - SANTA BARBARA Service code 28 · EIN 13-5674085 | Investment Management | $81,154 |
LORD ABBETT3 years Service code 28 90 HUDSON STREET · JERSEY CITY, NJ 073023973 | Investment Management | $80,156 |
CASTIGLIA LLP9+ years Service code 10 · EIN 46-2725636 | Accounting | $71,560 |
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 | $66,238 | $88,480-25.1% | $96,683-31.5% | $80,160-17.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 7.52% | 22.53%-15.0pp | 35.69%-28.2pp | 40.38%-32.9pp |
| Employer contribution / active EE | $10,584 | $4,176+153.4% | $3,737+183.2% | $2,978+255.4% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $423 | $212+99.9% | $6,730-93.7% | $145+192.0% |