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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $1,559,385 |
DARREN TURTON11+ years Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $144,417 |
Service code 10 · EIN 04-3652965 | Accounting | $97,896 |
Filed as: COURTNEY MUNCH Service code 30 · EIN 13-6595417 | Employee (plan); Direct payment from ... | $55,634 |
COLLEEN BRINDISI5 years Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $55,292 |
DONNA MAGGIOLINO1 year Filed as: DONNA OWENS Service code 30 · EIN 13-6595417 | Employee (plan); Direct payment from ... | $49,249 |
NOVAK FRANCELLA LLC11+ years Service code 10 · EIN 61-1436956 | Accounting | $44,000 |
GAIL MILLS4 years Filed as: GAIL DISALVO Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $35,666 |
MARIE MOSSA1 year Filed as: MARIE SCATURRO Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $34,385 |
THE SEGAL COMPANY11+ years Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $29,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,283 | $103,641+18.0% | $107,525+13.7% | $102,872+18.9% |
| Participation rate | 96.9% | 79.4%+17.5pp | 75.1%+21.8pp | 73.0%+23.9pp |
| Annual return | 15.85% | 13.08%+2.8pp | 181.32%-165.5pp | 19.06%-3.2pp |
| Employer contribution / active EE | $6,088 | $5,096+19.5% | $3,754+62.2% | $3,526+72.6% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $509 | $276+84.5% | $8,919-94.3% | $292+74.3% |