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 LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $19,779 |
CONSULTING ACTUARIAL GROUP, INC.6+ years Filed as: CONSULTING ACTUARIES INCORPORATED Service code 15 · EIN 22-1915571 10 KINGSBRIDGE ROAD · FAIRFIELD, NJ 07004 | Recordkeeping | $13,554 |
NISIVOCCIA AND CO LLP5 years Filed as: NISIVOCCIA, LLP Service code 10 · EIN 22-1914888 200 VALLEY ROAD, SUITE 300 · MT. ARLINGTON, NJ 07856 | Accounting | $8,900 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS & CO., INC. Service code 27 · EIN 43-0538770 501 N. BROADWAY STREET · LOUIS, MO 63102 | Advisory (Plan) | $5,044 |
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 | $115,299 | $58,879+95.8% | $178,490-35.4% | $73,488+56.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.64% | 24.86%-11.2pp | 151.07%-137.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $5,378 | $2,236+140.5% | $5,011+7.3% | $2,270+136.9% |
| Participant deferral / active EE | $5,385 | $2,567+109.8% | $5,202+3.5% | $3,740+44.0% |
| Admin fee / account holder | $566 | $400+41.4% | $13,984-96.0% | $513+10.4% |