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 |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP7+ years Service code 10 · EIN 13-1577780 | Accounting | $45,213 |
SLEVIN & HART, P.C.4 years Service code 29 · EIN 52-1708613 | Legal | $42,155 |
I.E. SHAFFER & CO.1 year Filed as: IE SCHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $30,644 |
CARDAY ASSOCIATES2 years Filed as: CARDAY ASSOCIATES, INC Service code 13 · EIN 53-0257019 | Contract Administrator | $9,868 |
NEW & KARFUNKEL, P.C.2 years Service code 20 · EIN 22-2553368 | Direct payment from the plan; Trustee... | $9,750 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $5,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SVCS, INC. Service code 23 · EIN 46-0619194 | Insurance brokerage commissions and f... | $4,863 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $222 |
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 | $7,890 | $77,145-89.8% | $108,410-92.7% | $85,850-90.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 0.66% | 44.54%-43.9pp | 905.27%-904.6pp | 318.53%-317.9pp |
| Employer contribution / active EE | $2,887 | $2,379+21.3% | $3,558-18.9% | $2,565+12.5% |
| Participant deferral / active EE | $0 | $5,566-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $171 | $5,172-96.7% | $7,295-97.7% | $6,260-97.3% |