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 |
|---|---|---|
Filed as: BASIL CASTROVINCI & ASSOCIATES, INC Service code 13 · EIN 13-2831500 | Contract Administrator | $65,801 |
METS SCHIRO & MCGOVERN7 years Filed as: METS SCHIRO AND MCGOVERN Service code 29 · EIN 75-3116930 | Legal | $28,825 |
RBC WEALTH MANAGEMENT8+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $23,043 |
MSPC7 years Filed as: MSPC, CPA'S AND ADVISORS, P.C. Service code 10 · EIN 22-2951202 | Accounting | $17,635 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $119,077 | $106,236+12.1% | $112,228+6.1% | $64,808+83.7% |
| Participation rate | 56.8% | 71.7%-14.8pp | 75.1%-18.2pp | 71.5%-14.6pp |
| Annual return | -9.32% | -6.02%-3.3pp | 27.45%-36.8pp | 32.82%-42.1pp |
| Employer contribution / active EE | $3,926 | $3,166+24.0% | $3,635+8.0% | $2,506+56.7% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $387 | $452-14.2% | $6,410-94.0% | $188+106.3% |