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 |
|---|---|---|
MCSOLEY MCCOY & CO1 year Filed as: MCSOLEY MCCOY & CO. Service code 10 · EIN 03-0327374 | Accounting | $23,835 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $19,283 |
INFINEX INVESTMENTS INC6 years Filed as: INFINEX INVESTMENTS, INC. Service code 27 289 N MAIN ST. · BARRE, VT 056414108 | Advisory (Plan) | $10,810 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,590 | $64,871-17.4% | $129,110-58.5% | $66,914-19.9% |
| Participation rate | 94.2% | 74.0%+20.3pp | 77.3%+17.0pp | 69.8%+24.4pp |
| Annual return | -18.69% | -12.21%-6.5pp | -10.94%-7.7pp | 1.58%-20.3pp |
| Employer contribution / active EE | $447 | $3,741-88.0% | $5,052-91.1% | $2,544-82.4% |
| Participant deferral / active EE | $3,524 | $5,090-30.8% | $6,542-46.1% | $4,237-16.8% |
| Admin fee / account holder | $405 | $629-35.5% | $14,302-97.2% | $593-31.7% |