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 |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC5 years Service code 28 THE TANGO GROUP · BEDMINSTER, NJ 07921 | Investment Management | $340,293 |
STATEWIDE HEALTH DATA SYSTEM10+ years Service code 15 · EIN 22-3164169 | Recordkeeping | $91,235 |
BEDERSON LLP10+ years Service code 10 · EIN 22-2978848 | Accounting | $52,900 |
USI CONSULTING GROUP4 years Service code 15 · EIN 06-1053228 | Recordkeeping | $20,000 |
COMERICA BANK5 years Filed as: COMERICA Service code 28 PO BOX 75000 · DETROIT, MI 482753462 | Investment Management | $7,529 |
DVC CONSULTING1 year Service code 16 19 JERI-ANN DRIVE · MANAHAWKIN, NJ 080504255 | Consulting | $6,200 |
KENNETH RYAN2 years Filed as: KENNETH NOWAK Service code 16 15 W. 72ND ST, APT 26-C · NEW YORK, NY 10023 | Consulting | $6,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,765 | $122,693-79.0% | $184,203-86.0% | $199,593-87.1% |
| Participation rate | 100.0% | 86.8%+13.2pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 17.90% | 143.91%-126.0pp | 28.81%-10.9pp | 34.25%-16.4pp |
| Employer contribution / active EE | $4,245 | $4,584-7.4% | $6,427-33.9% | $3,034+39.9% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $193 | $121+60.3% | $13,901-98.6% | $269-28.1% |