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 |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 19 · EIN 23-1707341 | Securities Custodian | $377,144 |
Filed as: JP MORGAN CHASE BANK NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $125,436 |
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 52-1590516 | Contract Administrator | $63,852 |
THE SEGAL COMPANY1 year Service code 16 · EIN 13-1835864 | Consulting | $53,256 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $28,000 |
SPIVAK LIPTON LLP1 year Service code 29 · EIN 13-3494495 | Legal | $20,036 |
GOULD, KOBRICK & SCHLAPP, P.C.8+ years Filed as: GOULD KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 | Accounting | $17,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,557 | $95,918-50.4% | $151,611-68.6% | $77,904-39.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -12.85% | -5.50%-7.3pp | 3.33%-16.2pp | 12.21%-25.1pp |
| Employer contribution / active EE | $4,069 | $4,330-6.0% | $6,166-34.0% | $2,848+42.9% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $265 | $93+184.0% | $11,616-97.7% | $133+99.8% |