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 LLC8+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $16,632 |
NPPG1 year Service code 15 · EIN 22-3349752 494 SYCAMORE AVE, · SHREWSBURY, NJ 07702 | Recordkeeping | $15,174 |
NISIVOCCIA AND CO LLP7 years Filed as: NISIVOCCIA, LLP Service code 10 · EIN 22-1914888 200 VALLEY ROAD, SUITE 300 · MT. ARLINGTON, NJ 07856 | Accounting | $9,900 |
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL NICOLAUS & CO., INC. Service code 27 · EIN 43-0538770 501 N. BROADWAY STREET · LOUIS, MO 63102 | Advisory (Plan) | $6,187 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,952 | $65,061+82.8% | $143,757-17.3% | $66,914+77.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.13% | -11.14%-5.0pp | -0.04%-16.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $8,003 | $2,361+239.0% | $4,951+61.7% | $2,544+214.6% |
| Participant deferral / active EE | $7,022 | $2,919+140.6% | $5,637+24.6% | $4,237+65.7% |
| Admin fee / account holder | $636 | $502+26.6% | $14,673-95.7% | $593+7.1% |