See peer percentile detail. $4.99 for your first 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 |
|---|---|---|
Service code 28 · EIN 22-3361201 | Investment Management | $388,527 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 95-3046237 | Investment Management | $381,830 |
PROSKAUER ROSE LLP2 years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $376,914 |
MADISON INVESTMENT ADVISORS2 years Filed as: MADISON INVESTMENT ADVISORS, LLC Service code 28 · EIN 54-1815009 | Investment Management | $200,168 |
O'CONNOR DAVIES, LLP6 years Filed as: M. O'CONNOR Service code 30 · EIN 13-6817367 | Direct payment from the plan; Employe... | $181,832 |
AMERICAN REALTY ADVISORS2 years Filed as: MACKAY SHIELDS, LLC Service code 28 · EIN 13-5582869 | Investment Management | $141,140 |
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACEY BRAUN ASSOCIATES INC. Service code 28 · EIN 13-2889432 | Investment Management | $140,674 |
SCHULTHEIS & PANETTIERI, LLP2 years Service code 10 · EIN 13-1577780 | Accounting | $132,584 |
C. BAFFUTO10+ years Service code 30 · EIN 13-6817367 | Direct payment from the plan; Employe... | $111,857 |
K. ANTONACCIO10+ years Service code 30 · EIN 13-6817367 | Employee (plan); Direct payment from ... | $106,385 |
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 | $230,609 | $86,936+165.3% | $103,333+123.2% | $99,062+132.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.6%+28.4pp |
| Annual return | 11.45% | 14.99%-3.5pp | 24.88%-13.4pp | 17.66%-6.2pp |
| Employer contribution / active EE | $12,031 | $3,925+206.5% | $3,868+211.0% | $3,262+268.8% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,057-100.0% | $5,331-100.0% |
| Admin fee / account holder | $398 | $140+183.4% | $8,355-95.2% | $109+264.8% |