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.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $212,465 |
PROSKAUER ROSE LLP5+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $70,565 |
Filed as: MARSHALL & MOSS ADMIN. SERVICES INC Service code 13 · EIN 81-2845805 | Contract Administrator | $30,000 |
SCHULTHEIS & PANETTIERI, LLP4 years Service code 10 · EIN 13-1577780 | Accounting | $25,000 |
PORTFOLIO EVALUATIONS, INC.5+ years Filed as: PORTFOLIO EVALUATIONS, INC Service code 27 · EIN 22-3189064 | Advisory (Plan) | $19,500 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $5,886 |
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 | $114,581 | $127,481-10.1% | $149,696-23.5% | $90,288+26.9% |
| Participation rate | 90.4% | 78.2%+12.1pp | 82.5%+7.9pp | 73.4%+17.0pp |
| Annual return | 6.17% | 57.78%-51.6pp | 276.60%-270.4pp | 53.97%-47.8pp |
| Employer contribution / active EE | $4,871 | $3,448+41.3% | $4,644+4.9% | $2,524+93.0% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,842-100.0% | $4,232-100.0% |
| Admin fee / account holder | $217 | $152+43.0% | $9,309-97.7% | $114+90.2% |