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 4-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 |
|---|---|---|
EISNERAMPER LLP2 years Filed as: EISNER AMPER Service code 99 · EIN 13-1639826 | Other Fees | $23,368 |
FOX ROTHSCHILD LLP2 years Filed as: FOX ROTHSCHILD Service code 99 | Other Fees | $21,100 |
Service code 99 · EIN 11-2588222 | Other Fees | $7,100 |
NATIONAL ASSET MANAGEMENT2 years Service code 99 · EIN 91-1678671 | Other Fees | $5,940 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,127 |
FOX ROTHSCHILD LLP2 years Service code 99 · EIN 23-1404723 | Other Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,176 | $80,753+156.6% | $136,294+52.0% | $62,292+232.6% |
| Participation rate | 82.5% | 73.5%+8.9pp | 81.9%+0.6pp | 69.5%+13.0pp |
| Annual return | 15.81% | 35.83%-20.0pp | 5155.94%-5140.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $91 | $2,884-96.8% | $4,695-98.1% | $2,042-95.5% |
| Participant deferral / active EE | $9,322 | $5,164+80.5% | $6,247+49.2% | $3,169+194.2% |
| Admin fee / account holder | $375 | $525-28.6% | $9,243-95.9% | $479-21.8% |