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 |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $147,613 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 28 · EIN 01-0233346 | Investment Management | $97,232 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $49,000 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $37,796 |
COLLERAN, O'HARA & MILLS LLP2+ years Filed as: COLLERAN, O'HARA & MILLS, LLP Service code 29 · EIN 11-2940050 | Legal | $37,344 |
BMO HARRIS BANK NA2+ years Filed as: M & T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $36,071 |
REYNOLDS CONSULTING SERVICES2+ years Filed as: REYNOLDS SECURITIES Service code 27 · EIN 20-1899564 | Advisory (Plan) | $29,216 |
MATRIX TRUST COMPANY1+ years Service code 51 · EIN 75-3182674 | Investment Mgmt Fees | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $194,514 | $71,802+170.9% | $133,980+45.2% | $57,658+237.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 4.70% | 13.51%-8.8pp | 29.30%-24.6pp | 5.13%-0.4pp |
| Employer contribution / active EE | $11,063 | $3,161+249.9% | $5,211+112.3% | $1,974+460.5% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $789 | $88+800.4% | $9,324-91.5% | $95+735.0% |