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 |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $215,952 |
PROSKAUER ROSE LLP10+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $41,595 |
Filed as: MARSHALL & MOSS ADMIN. SERVICES INC Service code 13 · EIN 81-2845805 | Contract Administrator | $30,900 |
SCHULTHEIS & PANETTIERI, LLP9 years Service code 10 · EIN 13-1577780 | Accounting | $29,000 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $24,360 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $6,857 |
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 | $137,504 | $145,877-5.7% | $150,045-8.4% | $102,872+33.7% |
| Participation rate | 93.6% | 79.8%+13.8pp | 82.3%+11.3pp | 73.0%+20.6pp |
| Annual return | 12.39% | 21.37%-9.0pp | 62.55%-50.2pp | 19.06%-6.7pp |
| Employer contribution / active EE | $6,222 | $4,710+32.1% | $4,693+32.6% | $3,526+76.5% |
| Participant deferral / active EE | $0 | $9,491-100.0% | $7,997-100.0% | $5,535-100.0% |
| Admin fee / account holder | $184 | $176+4.5% | $13,435-98.6% | $292-37.1% |