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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $266,151 |
TENJ WELFARE FUND10+ years Service code 49 · EIN 22-1461069 | Other Services | $116,374 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $16,275 |
COHEN, LEDER, MONTALBANO & GROSSMAN10+ years Service code 29 · EIN 41-2044610 | Legal | $12,702 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 15 3000 S LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $11,917 |
DAVID ROMANO4 years Filed as: DAVID W. NEW P.C. Service code 29 · EIN 22-2553368 | Legal | $7,877 |
JENDA TECHNOLOGY LLC2 years Filed as: JENDA TECHNOLOGIES Service code 16 · EIN 45-5401009 | Consulting | $6,525 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $5,000 |
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 | $99,414 | $129,021-22.9% | $184,203-46.0% | $77,643+28.0% |
| Participation rate | 77.4% | 87.3%-9.9pp | 86.8%-9.4pp | 70.6%+6.8pp |
| Annual return | 15.59% | 33.27%-17.7pp | 28.81%-13.2pp | 31.24%-15.6pp |
| Employer contribution / active EE | $7,162 | $4,413+62.3% | $6,427+11.4% | $2,726+162.7% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $479 | $254+88.8% | $13,901-96.6% | $430+11.3% |