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 |
|---|---|---|
I.E. SHAFFER & CO.2 years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Contract Administrator | $168,757 |
MSPC10+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07016 | Accounting | $41,723 |
O'BRIEN BELLAND & BUSHINSKY2 years Filed as: O'BRIEN, BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $21,937 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GRAYSTONE Service code 27 · EIN 26-4310632 | Advisory (Plan) | $17,500 |
LINDABURY, MCCORMICK, ESTABROOK10+ years Service code 29 · EIN 22-1943351 | Legal | $6,570 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 27 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $5,836 |
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 | $192,824 | $95,880+101.1% | $107,525+79.3% | $85,563+125.4% |
| Participation rate | 99.9% | 70.1%+29.7pp | 75.1%+24.8pp | 66.0%+33.9pp |
| Annual return | 4.80% | 68.06%-63.3pp | 181.32%-176.5pp | 31.51%-26.7pp |
| Employer contribution / active EE | $13,761 | $3,812+261.0% | $3,754+266.6% | $2,654+418.6% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $217 | $1,025-78.9% | $8,919-97.6% | $834-74.0% |