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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $194,819 |
SLEVIN & HART, P.C.10+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $86,150 |
IOMM&P10+ years Service code 14 · EIN 13-6020335 | Plan Administrator | $57,703 |
PATRICK MCCULLOUGH10+ years Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $25,158 |
MARINER LLC1 year Filed as: ANDCO CONSULTING (MARINER INST LLC) Service code 27 · EIN 59-3676225 | Advisory (Plan) | $25,000 |
GORFINE SCHILLER & GARDYN PA10+ years Service code 10 · EIN 52-1231901 | Accounting | $22,000 |
KENNETH RYAN10+ years Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $20,274 |
MICHAEL F. YATES & COMPANY, INC.10+ years Filed as: MICHAEL MCCULLOUGH Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $15,315 |
JOSEPH W. MCCARTHY & ASSOCIATES10+ years Filed as: JOSEPH GIUSTO Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $12,674 |
DAVID ROMANO10+ years Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $12,220 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,447 | $81,357+35.8% | $75,972+45.4% | $199,593-44.7% |
| Participation rate | 100.0% | 69.9%+30.1pp | 69.1%+30.9pp | 72.0%+28.0pp |
| Annual return | 15.62% | 16.32%-0.7pp | 359.55%-343.9pp | 34.25%-18.6pp |
| Employer contribution / active EE | $6,260 | $3,341+87.4% | $2,685+133.1% | $3,034+106.3% |
| Participant deferral / active EE | $5,747 | $4,710+22.0% | $4,255+35.0% | $5,087+13.0% |
| Admin fee / account holder | $193 | $144+33.5% | $6,467-97.0% | $269-28.2% |