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 |
|---|---|---|
DEBRA CAVEY4 years Filed as: DEBRA FRAZIER Service code 30 · EIN 13-3073165 | Employee (plan); Direct payment from ... | $82,750 |
COLLERAN, O'HARA & MILLS LLP4 years Service code 29 · EIN 11-2940050 | Legal | $43,186 |
GLEN CAMISA4 years Service code 30 · EIN 13-3073165 | Employee (plan); Direct payment from ... | $42,301 |
CALIBRE CPA GROUP PLLC5+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $42,124 |
CARLOS ANDRADE2 years Service code 30 · EIN 13-3073165 | Direct payment from the plan; Employe... | $34,183 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 27 68 SOUTH SERVICE ROAD, SUITE 200 · MELVILLE, NY 11747 | Advisory (Plan) | $30,000 |
FLEXIBLE BUSINESS SYSTEMS2 years Service code 15 · EIN 11-2772357 | Recordkeeping | $14,044 |
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 | Legal | $7,399 |
SYNTONIC SYSTEMS, INC.2 years Filed as: SYNTONIC SYSTEM, INC Service code 49 111 JOHN STREET, SUITE 1700 · NEW YORK, NY 10038 | Other Services | $5,589 |
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 | $139,885 | $95,776+46.1% | $162,163-13.7% | $77,787+79.8% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 11.26% | 37.03%-25.8pp | 115.59%-104.3pp | 32.57%-21.3pp |
| Employer contribution / active EE | $7,219 | $3,874+86.4% | $5,614+28.6% | $2,504+188.2% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $171 | $88+95.5% | $10,843-98.4% | $100+71.3% |