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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $422,417 |
AMERICAN FUNDS9+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $130,000 |
WISS & COMPANY, LLP5 years Filed as: WISS Service code 10 · EIN 22-1732349 | Accounting | $18,000 |
Filed as: MENGEL METZGER BARR & CO LLP Service code 10 · EIN 16-1092347 | Accounting | $9,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,366 | $107,459-16.8% | $135,903-34.2% | $80,160+11.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 81.9%+18.1pp | 72.9%+27.1pp |
| Annual return | 22.59% | 91.91%-69.3pp | 68.23%-45.6pp | 40.38%-17.8pp |
| Employer contribution / active EE | $2,343 | $3,877-39.6% | $4,856-51.8% | $2,978-21.3% |
| Participant deferral / active EE | $8,059 | $8,195-1.7% | $7,758+3.9% | $5,017+60.6% |
| Admin fee / account holder | $9 | $127-92.7% | $10,762-99.9% | $145-93.6% |