See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $57,985 |
RENEE SAGER6+ years Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $27,800 |
BLITMAN & KING6+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $27,072 |
JENNIFER KELLNER6+ years Filed as: JENNIFER MARTELL Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $26,779 |
TOBIE WEILAND6+ years Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $20,262 |
WITHUMSMITH+BROWN, PC6+ 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.)
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 | $28,733 | $121,341-76.3% | $189,513-84.8% | $79,386-63.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 13.19% | 21.08%-7.9pp | 555.15%-542.0pp | 116.85%-103.7pp |
| Employer contribution / active EE | $4,335 | $3,915+10.7% | $6,162-29.6% | $2,427+78.6% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,221-100.0% | $4,046-100.0% |
| Admin fee / account holder | $336 | $651-48.4% | $12,045-97.2% | $626-46.4% |