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 |
|---|---|---|
IOMM&P1+ years Service code 14 · EIN 13-6020335 | Plan Administrator | $142,170 |
STEPTOE & JOHNSON LLP1+ years Filed as: STEPTOE & JOHNSON Service code 29 · EIN 52-1349790 | Legal | $92,703 |
INVESCO1+ years Service code 28 · EIN 58-1709953 | Investment Management | $43,127 |
PATRICK MCCULLOUGH1+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $25,722 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $21,194 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $19,889 |
KENNETH RYAN1+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $19,354 |
ANN MARIE MCCULLOUGH1+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $18,345 |
PAULA PHILLIPS1+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $16,509 |
GORFINE SCHILLER & GARDYN PA1+ years Service code 10 · EIN 52-1231901 | Accounting | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,131 | $54,281+42.1% | $60,547+27.4% | $59,188+30.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 68.0%+32.0pp | 69.4%+30.6pp |
| Annual return | -0.05% | 1.74%-1.8pp | 335.64%-335.7pp | 5.51%-5.6pp |
| Employer contribution / active EE | $4,095 | $2,031+101.6% | $2,419+69.3% | $2,098+95.2% |
| Participant deferral / active EE | $3,761 | $2,789+34.9% | $3,328+13.0% | $3,265+15.2% |
| Admin fee / account holder | $208 | $64+222.9% | $4,536-95.4% | $92+125.9% |