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.7+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $180,698 |
Filed as: REFRIGERATION& AIR CONDITIONIN Service code 13 · EIN 22-2585171 | Contract Administrator | $137,289 |
DAVID A GERSON CPA & ASSOC PC7+ years Filed as: DAVID A. GERSON Service code 10 · EIN 22-3163246 | Accounting | $32,029 |
REYNOLDS CONSULTING SERVICES3 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $23,774 |
O'BRIEN BELLAND & BUSHINSKY7+ years Filed as: O'BRIEN, BELLAND, & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $18,385 |
LINDABURY, MCCORMICK, ESTABROOK7+ years Filed as: LINDABURY, MCCORMICK, ESTSBROOK & C Service code 29 · EIN 22-1943351 | Legal | $10,256 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,662 |
AMERICAN CENTURY3 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 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 | $155,875 | $76,774+103.0% | $112,228+38.9% | $77,904+100.1% |
| Participation rate | 98.5% | 80.2%+18.3pp | 75.1%+23.4pp | 73.7%+24.8pp |
| Annual return | 4.13% | -10.25%+14.4pp | 27.45%-23.3pp | 12.21%-8.1pp |
| Employer contribution / active EE | $6,954 | $3,977+74.9% | $3,635+91.3% | $2,848+144.2% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $129 | $239-45.9% | $6,410-98.0% | $133-2.5% |