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 INVESTMENTS5+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $56,527 |
RENEE SAGER5+ years Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $26,957 |
JENNIFER KELLNER5+ years Filed as: JENNIFER MARTELL Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $26,906 |
BLITMAN & KING5+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $25,353 |
TOBIE WEILAND5+ years Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $20,078 |
WITHUMSMITH+BROWN, PC5+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $11,375 |
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.
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 | $26,423 | $111,608-76.3% | $177,821-85.1% | $73,409-64.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 1.67% | 18.23%-16.6pp | 48.32%-46.7pp | 59.29%-57.6pp |
| Employer contribution / active EE | $3,749 | $3,796-1.2% | $5,918-36.7% | $2,234+67.8% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $324 | $166+95.7% | $12,427-97.4% | $158+105.2% |