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 INVESTMENTS8+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $51,270 |
JENNIFER KELLNER8+ years Filed as: JENNIFER MARTELL Service code 30 · EIN 16-1229376 | Employee (plan); Direct payment from ... | $27,559 |
RENEE SAGER8+ years Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $25,577 |
BLITMAN & KING8+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $22,660 |
TOBIE WEILAND8+ years Service code 30 · EIN 16-1229376 | Employee (plan); Direct payment from ... | $20,713 |
WITHUMSMITH+BROWN, PC8+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $14,125 |
Service code 10 · EIN 16-1120588 | Accounting | $12,460 |
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 | $24,581 | $130,194-81.1% | $169,993-85.5% | $71,457-65.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 5.51% | 20.37%-14.9pp | 53.37%-47.9pp | 28.85%-23.3pp |
| Employer contribution / active EE | $4,566 | $4,381+4.2% | $6,785-32.7% | $2,588+76.5% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $338 | $966-65.0% | $12,815-97.4% | $1,587-78.7% |