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 |
|---|---|---|
JOHN SHALOO3+ years Service code 30 · EIN 22-2708962 | Recordkeeping fees; Direct payment fr... | $62,059 |
PATTI DUBOSQUE3+ years Service code 30 · EIN 22-2708962 | Direct payment from the plan; Recordk... | $46,925 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $34,500 |
JENNINGS SIGMOND P.C.3+ years Filed as: JENNINGS SIGMOND PC Service code 29 · EIN 23-2025670 | Legal | $16,804 |
THE MCKEOGH COMPANY3+ years Service code 17 · EIN 23-3003375 | Pension Consulting | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,845 | $60,396-12.5% | $83,848-37.0% | $75,289-29.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 6.62% | 3.84%+2.8pp | 850.88%-844.3pp | -0.04%+6.7pp |
| Employer contribution / active EE | $3,866 | $3,343+15.6% | $3,631+6.5% | $2,405+60.7% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $149 | $141+5.7% | $5,478-97.3% | $102+45.9% |