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 LLC5+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $16,122 |
CONSULTING ACTUARIAL GROUP, INC.5+ years Filed as: CONSULTING ACTUARIES INCORPORATED Service code 15 · EIN 22-1915571 10 KINGSBRIDGE ROAD · FAIRFIELD, NJ 07004 | Recordkeeping | $13,729 |
NISIVOCCIA AND CO LLP4 years Filed as: NISIVOCCIA, LLP Service code 10 · EIN 22-1914888 200 VALLEY ROAD, SUITE 300 · MT. ARLINGTON, NJ 07856 | Accounting | $9,150 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & CO., INC. Service code 27 · EIN 43-0538770 501 N. BROADWAY STREET · LOUIS, MO 63102 | Advisory (Plan) | $4,976 |
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 | $92,317 | $52,953+74.3% | $172,739-46.6% | $65,185+41.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.54% | 30.12%-9.6pp | 802.84%-782.3pp | 29.38%-8.8pp |
| Employer contribution / active EE | $5,356 | $2,190+144.6% | $5,143+4.1% | $2,177+146.1% |
| Participant deferral / active EE | $5,294 | $2,471+114.3% | $5,198+1.8% | $3,514+50.7% |
| Admin fee / account holder | $467 | $472-1.0% | $13,954-96.7% | $847-44.9% |