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 | $39,197 |
Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 1301 E 9TH STREET, SUITE 2900 · CLEVELAND, OH 44114 | Investment Management | $25,382 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $24,794 |
GETTRY MARCUS CPA, P.C.2 years Service code 10 · EIN 13-3418879 88 FROEHLICH FARM BLVD, 3RD FLOOR · WOODBURY, NY 11797 | Accounting | $17,968 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $14,942 |
FOUNDRY PARTNERS9+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 510 FIRST AVENUE NORTH, SUITE 601 · MINNEAPOLIS, MN 55403 | Investment Management | $14,463 |
VIRGINIA & AMBINDER, LLP8 years Filed as: VIRGINIA & AMBINDER LLP Service code 29 · EIN 13-4166736 40 BROAD STREET, 7TH FLOOR · NEW YORK, NY 10004 | Legal | $10,493 |
REYNOLDS CONSULTING SERVICES8 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.)
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 | $54,234 | $76,670-29.3% | $96,683-43.9% | $71,457-24.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 12.15% | 48.29%-36.1pp | 35.69%-23.5pp | 28.85%-16.7pp |
| Employer contribution / active EE | $13,489 | $3,031+345.0% | $3,737+261.0% | $2,588+421.3% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $310 | $2,028-84.7% | $6,730-95.4% | $1,587-80.5% |