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 |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $61,023 |
JENNIFER KELLNER3+ years Filed as: JENNIFER MARTELL Service code 30 · EIN 16-1229376 | Employee (plan); Direct payment from ... | $26,303 |
RENEE SAGER3+ years Service code 30 · EIN 16-1229376 | Employee (plan); Direct payment from ... | $25,545 |
BLITMAN & KING3+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $24,455 |
TOBIE WEILAND3+ years Service code 30 · EIN 16-1229376 | Employee (plan); Direct payment from ... | $19,619 |
Service code 10 · EIN 16-1385093 | Accounting | $8,600 |
WITHUMSMITH+BROWN, PC3+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $6,600 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,803 | $80,005-79.0% | $140,016-88.0% | $55,725-69.8% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | 4.19% | 0.46%+3.7pp | 651.12%-646.9pp | 244.93%-240.7pp |
| Employer contribution / active EE | $3,401 | $3,4030% | $5,606-39.3% | $2,078+63.7% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $209 | $116+81.0% | $10,705-98.0% | $115+81.7% |