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 |
|---|---|---|
PIERCE, FENNER AND SMITH2+ years Filed as: PIERCE PARK GROUP Service code 28 · EIN 51-0311895 | Investment Management | $67,952 |
O'SULLIVAN ASSOCIATES2+ years Service code 11 · EIN 20-8199367 | Actuarial | $18,135 |
ASHLEY TILEBEIN2+ years Service code 14 · EIN 22-3163161 | Plan Administrator | $17,205 |
DAVID ROMANO2+ years Filed as: DAVID KLINE Service code 29 137 BARTON ROAD · PENNELLVILLE, NY 13132 | Legal | $13,870 |
INSERO & CO. CPAS, LLP1 year Service code 10 · EIN 47-5324570 | Accounting | $11,500 |
SONDRA CHAVEZ2+ years Filed as: SONDRA VORHIS Service code 14 · EIN 22-3163161 | Plan Administrator | $8,192 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 9.21% | 9.14%+0.1pp | 8.32%+0.9pp | 10.41%-1.2pp |
| Employer contribution / active EE | $13,257 | $9,384+41.3% | $30,793-56.9% | $14,691-9.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |