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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $211,260 |
PROSKAUER ROSE LLP8+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $61,640 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $44,500 |
Filed as: MARSHALL & MOSS ADMIN. SERVICES INC Service code 13 · EIN 81-2845805 | Contract Administrator | $30,900 |
SCHULTHEIS & PANETTIERI, LLP7 years Service code 10 · EIN 13-1577780 | Accounting | $26,500 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $6,804 |
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 | $127,396 | $107,459+18.6% | $135,903-6.3% | $80,160+58.9% |
| Participation rate | 92.3% | 78.0%+14.2pp | 81.9%+10.4pp | 72.9%+19.3pp |
| Annual return | 11.92% | 91.91%-80.0pp | 68.23%-56.3pp | 40.38%-28.5pp |
| Employer contribution / active EE | $5,706 | $3,877+47.2% | $4,856+17.5% | $2,978+91.6% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $221 | $127+73.8% | $10,762-98.0% | $145+52.2% |