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 |
|---|---|---|
AON CONSULTING2+ years Filed as: AON CONSULTING INC. Service code 13 · EIN 22-2232264 8182 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Contract Administrator | $291,043 |
MCKINSEY & COMPANY INC.2+ years Service code 15 · EIN 13-1826332 55 EAST 52ND STREET · NEW YORK, NY 10055 | Recordkeeping | $88,079 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 186 WOOD AVENUE S #4 · ISELIN, NJ 088302725 | Accounting | $50,380 |
PROSKAUER ROSE LLP1 year Service code 29 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $21,654 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 56-6433588 TRUST OPERATIONS · MINNEAPOLIS, MN 554855159 | Bank Trustee | $20,701 |
FOLEY/MYERS COMMUNICATIONS INC.2+ years Service code 38 · EIN 56-2338129 22 FISHKILL ROAD · COLD SPRING, NY 10516 | Participant Communication | $10,440 |
BLUE ROCKET ASSOCIATES2+ years Service code 50 · EIN 27-2574202 118 ROWLAND AVENUE · CLIFTON, NJ 07012 | Direct Payment | $5,444 |
MERCER1 year Filed as: MERCER CONSULTING INC. Service code 16 · EIN 13-1840454 ONE UNIVERSITY SQUARE DRIVE · PRINCETON, NJ 08540 | Consulting | $5,318 |
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 | $54,193 | $86,372-37.3% | $123,892-56.3% | $65,292-17.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.4%+18.6pp | 72.4%+27.6pp |
| Annual return | 6.21% | 11.27%-5.1pp | 47.52%-41.3pp | 11.84%-5.6pp |
| Employer contribution / active EE | $7,209 | $2,838+154.0% | $4,617+56.1% | $2,302+213.2% |
| Participant deferral / active EE | $0 | $5,625-100.0% | $5,984-100.0% | $3,579-100.0% |
| Admin fee / account holder | $30 | $53-42.4% | $8,357-99.6% | $57-47.0% |