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 |
|---|---|---|
KAREN MEIFERT1+ years Service code 30 · EIN 20-5002115 | Employee (plan) | $95,517 |
FRANCZEK RADELET P.C.1+ years Filed as: FRANCZEK & RADELET Service code 29 · EIN 36-3924177 | Legal | $46,063 |
JOHNSTON, DRAGON & ASSOCIATES1+ years Filed as: JOHNSTON, DRAGON, & ASSOCIATES Service code 27 · EIN 22-2925793 | Advisory (Plan) | $45,000 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $25,758 |
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $24,759 |
GREGORIO MARCO1+ years Service code 29 · EIN 36-4028033 | Legal | $18,008 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $0 |
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 | $109,030 | $54,392+100.5% | $84,750+28.6% | $63,975+70.4% |
| Participation rate | 99.0% | 76.9%+22.1pp | 76.6%+22.4pp | 71.1%+27.9pp |
| Annual return | -0.25% | 611.38%-611.6pp | 22.78%-23.0pp | 48.65%-48.9pp |
| Employer contribution / active EE | $11,357 | $2,943+285.9% | $3,574+217.7% | $2,182+420.5% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $134 | $136-1.0% | $5,332-97.5% | $70+91.0% |