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 |
|---|---|---|
GORDON ASSET MANAGEMENT10+ years Filed as: T. GORDON Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $274,021 |
M. MONTERROSO10+ years Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $268,941 |
R. STREETER9 years Service code 30 · EIN 13-6321935 | Direct payment from the plan; Employe... | $264,137 |
DUNN AND WALLBAUM LLC3 years Filed as: M. DUNN Service code 30 · EIN 13-6321935 | Direct payment from the plan; Employe... | $218,673 |
WITHUMSMITH+BROWN, PC2 years Filed as: D. BROWN Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $211,644 |
SCHULTHEIS & PANETTIERI, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $200,397 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $113,500 |
A. DAVIS10+ years Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $83,260 |
E. RABOT4 years Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $63,471 |
E. MAGALLANES1 year Service code 30 · EIN 13-6321935 | Direct payment from the plan; Employe... | $63,368 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $524,401 | $241,101+117.5% | $103,333+407.5% | $199,593+162.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 8.49% | 17.80%-9.3pp | 24.88%-16.4pp | 34.25%-25.8pp |
| Employer contribution / active EE | $19,414 | $4,244+357.4% | $3,868+401.9% | $3,034+539.8% |
| Participant deferral / active EE | $881 | $3,958-77.7% | $5,057-82.6% | $5,087-82.7% |
| Admin fee / account holder | $472 | $288+64.0% | $8,355-94.4% | $269+75.5% |