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 |
|---|---|---|
WILLIAM BLAIR10+ years Filed as: WILLIAM OCHOCINSKI Service code 30 | Employee (plan) | $19,570 |
EFPR GROUP, CPAS, PLLC9 years Filed as: EFPR GROUP, CPA'S, PLLC Service code 10 · EIN 47-4526160 | Accounting | $10,900 |
MICHELLE OCHOCINSKI10+ years Service code 30 | Employee (plan) | $8,587 |
COMPLIANCE VERIFICATION9 years Filed as: COMPLIANCE SYSTEMS, INC. Service code 13 | Contract Administrator | $7,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,359 | $54,193+20.6% | $93,606-30.2% | $77,643-15.8% |
| Participation rate | 75.8% | 63.9%+11.9pp | 68.7%+7.1pp | 70.6%+5.2pp |
| Annual return | 15.39% | 30.54%-15.2pp | 133.20%-117.8pp | 31.24%-15.9pp |
| Employer contribution / active EE | $879 | $1,168-24.7% | $2,420-63.7% | $2,726-67.7% |
| Participant deferral / active EE | $1,865 | $3,144-40.7% | $4,411-57.7% | $4,647-59.9% |
| Admin fee / account holder | $584 | $576+1.5% | $8,285-92.9% | $430+35.7% |