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 |
|---|---|---|
SAX LLP2 years Service code 10 · EIN 46-4001827 855 VALLEY ROAD · CLIFTON, NJ 07013 | Accounting | $30,700 |
PREFERRED PENSION PLANNING3+ years Service code 14 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Plan Administrator | $9,600 |
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 | $115,320 | $80,753+42.8% | $136,294-15.4% | $62,292+85.1% |
| Participation rate | 97.9% | 73.5%+24.4pp | 81.9%+16.0pp | 69.5%+28.4pp |
| Annual return | 17.80% | 35.83%-18.0pp | 5155.94%-5138.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $1,860 | $2,884-35.5% | $4,695-60.4% | $2,042-8.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $786 | $525+49.7% | $9,243-91.5% | $479+64.1% |