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 9-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 |
|---|---|---|
INVESCO3+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $35,354 |
QUAN-VEST CONSULTANTS, INC.3+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $12,828 |
Service code 10 · EIN 13-1577780 | Accounting | $12,270 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 80-0618452 | Securities Custodian | $10,264 |
BASIL CASTROVINCI ASSOCIATES INC3+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 16 · EIN 13-2831500 | Consulting | $8,420 |
Filed as: GORLICK, KRAVITZ & LISTHAUS, PC Service code 29 · EIN 13-3790829 | Legal | $6,400 |
WELBY, BRADY & GREENBLATT, LLP3+ years Filed as: WELBY, BRADY & GREENBLATT LLP Service code 29 · EIN 13-3864481 | Legal | $6,060 |
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 | $68,523 | $80,005-14.4% | $140,016-51.1% | $55,725+23.0% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -1.09% | 0.46%-1.5pp | 651.12%-652.2pp | 244.93%-246.0pp |
| Employer contribution / active EE | $12,131 | $3,403+256.5% | $5,606+116.4% | $2,078+483.7% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $632 | $116+446.5% | $10,705-94.1% | $115+448.9% |