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 |
|---|---|---|
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $20,382 |
CONSULTING ACTUARIAL GROUP, INC.4+ years Filed as: CONSULTING ACTUARIES INCORPORATED Service code 15 · EIN 22-1915571 10 KINGSBRIDGE ROAD · FAIRFIELD, NJ 07004 | Recordkeeping | $12,828 |
NISIVOCCIA AND CO LLP3 years Filed as: NISIVOCCIA, LLP Service code 10 · EIN 22-1914888 200 VALLEY ROAD, SUITE 300 · MT. ARLINGTON, NJ 07856 | Accounting | $8,900 |
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 | $76,853 | $47,977+60.2% | $154,107-50.1% | $56,287+36.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.42% | 3.54%-9.0pp | 735.12%-740.5pp | -9.96%+4.5pp |
| Employer contribution / active EE | $5,543 | $2,169+155.6% | $5,298+4.6% | $2,111+162.6% |
| Participant deferral / active EE | $5,533 | $2,392+131.3% | $5,081+8.9% | $3,350+65.2% |
| Admin fee / account holder | $473 | $438+7.9% | $13,411-96.5% | $521-9.3% |