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 |
|---|---|---|
SES ADVISORS, INC.3+ years Service code 13 · EIN 04-3760707 | Contract Administrator | $38,720 |
ERNST & YOUNG LLP1 year Filed as: ERNEST & YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $37,500 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP SECURITIES INC. Service code 17 · EIN 59-3099288 | Pension Consulting | $35,430 |
MATRIX TRUST COMPANY2 years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $9,590 |
ZELENKOFSKE AXELROD LLC3+ years Service code 10 · EIN 23-3022325 | Accounting | $7,987 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,521 | $89,274+26.0% | $149,718-24.8% | $77,958+44.3% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 35.75% | 20.36%+15.4pp | 1501.63%-1465.9pp | 20.87%+14.9pp |
| Employer contribution / active EE | $0 | $3,727-100.0% | $5,445-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,569-100.0% | $3,537-100.0% |
| Admin fee / account holder | $70 | $240-70.8% | $11,283-99.4% | $97-28.0% |