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 |
|---|---|---|
Service code 10 · EIN 16-1092347 333 EAST WATER STREET · ELMIRA, NY 14901 | Accounting | $32,382 |
BLITMAN & KING10+ years Service code 29 · EIN 16-1047304 | Legal | $28,700 |
Service code 13 · EIN 83-2454243 5600 NEW KING DRIVE · TROY, MI 48098 | Contract Administrator | $28,500 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $23,000 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $12,309 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,551 | $86,944+90.4% | $107,525+54.0% | $74,304+122.8% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 9.02% | 23.52%-14.5pp | 181.32%-172.3pp | 29.43%-20.4pp |
| Employer contribution / active EE | $8,976 | $2,757+225.6% | $3,754+139.1% | $2,241+300.5% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $921 | $3,727-75.3% | $8,919-89.7% | $2,969-69.0% |