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 |
|---|---|---|
CONSULTING ACTUARIAL GROUP, INC.7+ years Filed as: CONSULTING ACTUARIES INCORPORATED Service code 15 · EIN 22-1915571 10 KINGSBRIDGE ROAD · FAIRFIELD, NJ 07004 | Recordkeeping | $17,403 |
ASCENSUS LLC7+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $15,491 |
NISIVOCCIA AND CO LLP6 years Filed as: NISIVOCCIA, LLP Service code 10 · EIN 22-1914888 200 VALLEY ROAD, SUITE 300 · MT. ARLINGTON, NJ 07856 | Accounting | $7,110 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL NICOLAUS & CO., INC. Service code 27 · EIN 43-0538770 501 N. BROADWAY STREET · LOUIS, MO 63102 | Advisory (Plan) | $5,675 |
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 | $149,252 | $61,156+144.1% | $185,823-19.7% | $79,386+88.0% |
| Participation rate | 98.6% | 66.6%+31.9pp | 81.7%+16.9pp | 70.7%+27.8pp |
| Annual return | 13.81% | 19.45%-5.6pp | 122.05%-108.2pp | 116.85%-103.0pp |
| Employer contribution / active EE | $5,263 | $2,321+126.8% | $5,167+1.9% | $2,427+116.8% |
| Participant deferral / active EE | $6,572 | $2,789+135.7% | $5,568+18.0% | $4,046+62.5% |
| Admin fee / account holder | $743 | $710+4.8% | $16,237-95.4% | $626+18.7% |