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: MARSHALL & MOSS ADMIN SERVICES, INC Service code 13 · EIN 81-2845805 1400 OLD COUNTRY ROAD, SUITE 406 · WESTBURY, NY 11590 | Contract Administrator | $38,083 |
VIRGINIA & AMBINDER, LLP7 years Filed as: VIRGINIA & AMBINDER LLP Service code 29 · EIN 13-4166736 40 BROAD STREET, 7TH FLOOR · NEW YORK, NY 10004 | Legal | $34,773 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $26,323 |
Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 1301 E 9TH STREET, SUITE 2900 · CLEVELAND, OH 44114 | Investment Management | $25,403 |
GETTRY MARCUS CPA, P.C.1 year Service code 10 · EIN 13-3418879 88 FROEHLICH FARM BLVD · WOODBURY, NY 11797 | Accounting | $19,800 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $13,865 |
FOUNDRY PARTNERS8+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 323 WASHINGTON AVENUE N, SUITE 360 · MINNEAPOLIS, MN 55401 | Investment Management | $13,428 |
REYNOLDS CONSULTING SERVICES7 years Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $8,692 |
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 | $48,269 | $64,119-24.7% | $112,228-57.0% | $66,914-27.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -11.77% | -13.81%+2.0pp | 27.45%-39.2pp | 1.58%-13.4pp |
| Employer contribution / active EE | $10,784 | $3,005+258.8% | $3,635+196.7% | $2,544+323.9% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $340 | $625-45.6% | $6,410-94.7% | $593-42.6% |