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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $205,630 |
PROSKAUER ROSE LLP9+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $55,895 |
Filed as: MARSHALL & MOSS ADMIN. SERVICES INC Service code 13 · EIN 81-2845805 | Contract Administrator | $30,900 |
SCHULTHEIS & PANETTIERI, LLP8 years Service code 10 · EIN 13-1577780 | Accounting | $28,000 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $24,750 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $6,857 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,759 | $122,186+13.6% | $146,958-5.6% | $199,593-30.5% |
| Participation rate | 93.8% | 78.3%+15.5pp | 82.2%+11.7pp | 72.0%+21.8pp |
| Annual return | 15.18% | 30.56%-15.4pp | 418.34%-403.2pp | 34.25%-19.1pp |
| Employer contribution / active EE | $6,235 | $4,093+52.3% | $4,933+26.4% | $3,034+105.5% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $213 | $179+19.0% | $12,998-98.4% | $269-20.9% |