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 |
|---|---|---|
SLEVIN & HART, P.C.3 years Service code 29 · EIN 52-1708613 | Legal | $50,190 |
SCHULTHEIS & PANETTIERI, LLP6+ years Service code 10 · EIN 13-1577780 | Accounting | $38,055 |
CARDAY ASSOCIATES1 year Filed as: CARDAY ASSOCIATES, INC Service code 13 · EIN 53-0257019 | Contract Administrator | $26,746 |
NEW & KARFUNKEL, P.C.1 year Service code 20 · EIN 22-2553368 | Direct payment from the plan; Trustee... | $8,612 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,158 | $70,475-89.8% | $100,516-92.9% | $79,858-91.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 6.60% | 21.90%-15.3pp | 30.89%-24.3pp | 31.71%-25.1pp |
| Employer contribution / active EE | $3,468 | $2,165+60.2% | $3,418+1.5% | $2,471+40.3% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $119 | $4,478-97.3% | $8,081-98.5% | $5,306-97.7% |