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 INVESTMENTS9+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $52,814 |
JENNIFER KELLNER9+ years Filed as: JENNIFER MARTELL Service code 30 · EIN 16-1229376 | Employee (plan); Direct payment from ... | $29,063 |
RENEE SAGER9+ years Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $27,673 |
TOBIE WEILAND9+ years Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $22,178 |
BLITMAN & KING9+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $17,411 |
WITHUMSMITH+BROWN, PC9+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $16,300 |
UPSTATE ADVISORS GROUP1 year Service code 16 · EIN 16-1540179 | Consulting | $7,300 |
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 | $25,315 | $129,021-80.4% | $184,203-86.3% | $77,643-67.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 8.00% | 33.27%-25.3pp | 28.81%-20.8pp | 31.24%-23.2pp |
| Employer contribution / active EE | $4,149 | $4,413-6.0% | $6,427-35.4% | $2,726+52.2% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $318 | $254+25.2% | $13,901-97.7% | $430-26.2% |