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 |
|---|---|---|
INVESCO4+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $30,851 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 80-0618452 | Securities Custodian | $27,180 |
QUAN-VEST CONSULTANTS, INC.4+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $14,324 |
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $12,870 |
BASIL CASTROVINCI ASSOCIATES INC4+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 16 · EIN 13-2831500 | Consulting | $8,932 |
Filed as: GORLICK, KRAVITZ & LISTHAUS, PC Service code 29 · EIN 13-3790829 | Legal | $6,400 |
WELBY, BRADY & GREENBLATT, LLP4+ 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.)
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 | $85,563 | $63,114+35.6% | $92,893-7.9% | $65,185+31.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 8.91% | 28.75%-19.8pp | 109.41%-100.5pp | 29.38%-20.5pp |
| Employer contribution / active EE | $14,883 | $2,571+479.0% | $3,653+307.4% | $2,177+583.8% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $737 | $624+18.3% | $5,794-87.3% | $847-12.9% |