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 |
|---|---|---|
PROSKAUER ROSE LLP2+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $40,265 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,558 |
Service code 10 · EIN 13-1577780 | Accounting | $22,000 |
PORTFOLIO EVALUATIONS, INC.2+ years Filed as: PORTFOLIO EVALUATIONS, INC Service code 27 · EIN 22-3189064 | Advisory (Plan) | $13,000 |
O'NEILL CONSULTING CORPORATION2+ years Filed as: O'NEILL CONSULTING CORP. Service code 13 · EIN 13-1840454 | Contract Administrator | $12,000 |
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 | $101,745 | $96,458+5.5% | $136,294-25.3% | $77,958+30.5% |
| Participation rate | 92.3% | 75.4%+16.9pp | 81.9%+10.4pp | 71.6%+20.6pp |
| Annual return | 11.43% | 23.78%-12.3pp | 5155.94%-5144.5pp | 20.87%-9.4pp |
| Employer contribution / active EE | $4,294 | $3,144+36.6% | $4,695-8.6% | $2,310+85.8% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $84 | $80+4.8% | $9,243-99.1% | $97-13.4% |