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 |
|---|---|---|
FITZSIMMONS ABRAMS, LLP9 years Service code 10 · EIN 13-2858927 | Accounting | $93,361 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $85,513 |
Filed as: MARSHALL AND MOSS, LLP Service code 14 · EIN 11-3360166 | Plan Administrator | $48,672 |
REYNOLDS CONSULTING SERVICES10+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $37,500 |
JBM COMPUTER CONSULTANTS3 years Filed as: JBM COMPUTER CONSULTANTS INC Service code 49 · EIN 16-1173118 20 NORTH AMERICA DRIVE · WEST SENECA, NY 14224 | Other Services | $34,242 |
PROSKAUER ROSE LLP9 years Service code 29 · EIN 13-1840454 | Legal | $32,732 |
CALIBRE CPA GROUP PLLC8 years Service code 10 · EIN 47-0900880 | Accounting | $26,000 |
COLLERAN, O'HARA & MILLS LLP4 years Filed as: COLLERAN O'HARA & MILLS LLP Service code 29 · EIN 11-2940050 | Legal | $25,178 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,428 | $241,101-33.0% | $103,333+56.2% | $199,593-19.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.85% | 17.80%-5.9pp | 24.88%-13.0pp | 34.25%-22.4pp |
| Employer contribution / active EE | $6,226 | $4,244+46.7% | $3,868+61.0% | $3,034+105.2% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $249 | $288-13.4% | $8,355-97.0% | $269-7.4% |