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 INVESTMENTS10+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $53,465 |
JENNIFER KELLNER10+ years Filed as: JENNIFER MARTELL Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $31,652 |
RENEE SAGER10+ years Service code 30 · EIN 16-1229376 | Employee (plan); Direct payment from ... | $30,523 |
BLITMAN & KING10+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $23,540 |
WITHUMSMITH+BROWN, PC10+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $16,735 |
TOBIE WEILAND10+ years Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $15,672 |
Service code 10 · EIN 16-1120588 | Accounting | $9,821 |
MELANIE ADAMS1 year Filed as: MELANIE COSTELLO Service code 30 · EIN 16-1229376 | Direct payment from the plan; Employe... | $9,739 |
UPSTATE ADVISORS GROUP2 years Service code 16 · EIN 16-1540179 | Consulting | $7,300 |
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 | $21,629 | $131,799-83.6% | $200,582-89.2% | $85,563-74.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 86.9%+13.1pp | 66.0%+34.0pp |
| Annual return | 9.53% | 21.59%-12.1pp | 42.33%-32.8pp | 31.51%-22.0pp |
| Employer contribution / active EE | $4,779 | $4,532+5.4% | $6,419-25.6% | $2,654+80.1% |
| Participant deferral / active EE | $0 | $7,702-100.0% | $9,331-100.0% | $4,375-100.0% |
| Admin fee / account holder | $275 | $235+16.9% | $16,305-98.3% | $834-67.1% |