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 |
|---|---|---|
NPPG2 years Service code 15 · EIN 22-3349752 | Recordkeeping | $17,689 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $15,394 |
NISIVOCCIA AND CO LLP8 years Filed as: NISIVOCCIA, LLP Service code 10 · EIN 22-1914888 | Accounting | $7,700 |
STIFEL NICOLAUS & CO INC5 years Filed as: STIFEL NICOLAUS & CO., INC. Service code 27 · EIN 43-0538770 | Advisory (Plan) | $6,900 |
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 | $139,732 | $61,272+128.1% | $149,673-6.6% | $71,457+95.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.42% | 35.85%-18.4pp | 134.42%-117.0pp | 28.85%-11.4pp |
| Employer contribution / active EE | $7,813 | $2,378+228.5% | $4,818+62.2% | $2,588+201.9% |
| Participant deferral / active EE | $7,350 | $2,917+152.0% | $5,680+29.4% | $4,289+71.4% |
| Admin fee / account holder | $600 | $1,261-52.4% | $13,210-95.5% | $1,587-62.2% |