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 |
|---|---|---|
MSPC9+ years Filed as: MSPC CPAS & ADVISORS, P.C. Service code 10 · EIN 22-2951202 340 NORTH AVE EAST · CRANFORD, NJ 07016 | Accounting | $24,246 |
REYNOLDS CONSULTING SERVICES9+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 11-2558102 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Advisory (Plan) | $23,262 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,674 |
LINDABURY, MCCORMICK, ESTABROOK9+ years Service code 29 · EIN 22-1943351 53 CARDINAL DRIVE · WESTFIELD, NJ 10122 | Legal | $9,142 |
LARRY MAGARIK, ESQ5 years Service code 29 80 EIGHTH AVENUE, SUITE 901 · NEW YORK, NY 100117175 | Legal | $6,820 |
AB FUNDS4 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
ALTA TRUST4 years Service code 52 · EIN 83-0524193 | Indirect Investment Fees | $0 |
AMERICAN CENTURY4 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,617 | $88,480+9.2% | $96,683-0.1% | $80,160+20.5% |
| Participation rate | 98.3% | 79.9%+18.4pp | 74.3%+24.0pp | 72.9%+25.4pp |
| Annual return | 10.36% | 22.53%-12.2pp | 35.69%-25.3pp | 40.38%-30.0pp |
| Employer contribution / active EE | $5,762 | $4,176+38.0% | $3,737+54.2% | $2,978+93.5% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $164 | $212-22.4% | $6,730-97.6% | $145+13.3% |