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.3+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $196,526 |
O'BRIEN BELLAND & BUSHINSKY3+ years Filed as: O'BRIEN, BELLAND, & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $38,805 |
DAVID A GERSON CPA & ASSOC PC3+ years Filed as: DAVID A. GERSON Service code 10 · EIN 22-3163246 | Accounting | $28,799 |
QUANTELLIGENT SOLUTIONS, LLC3+ years Filed as: QUANTELLIGENT Service code 16 · EIN 20-5959585 | Consulting | $9,795 |
LINDABURY, MCCORMICK, ESTABROOK3+ years Filed as: LINDABURY, MCCORMICK, ESTSBROOK & C Service code 29 · EIN 22-1943351 | Legal | $5,660 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,396-100.0% | $83,848-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.1%-76.1pp | 72.4%-72.4pp |
| Annual return | 9.12% | 3.84%+5.3pp | 850.88%-841.8pp | -0.04%+9.2pp |
| Employer contribution / active EE | $7,395 | $3,343+121.2% | $3,631+103.7% | $2,405+207.5% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $141-100.0% | $5,478-100.0% | $102-100.0% |