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 9-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 |
|---|---|---|
Filed as: O NEILL CONSULTING CORPORATION Service code 12 · EIN 23-1719817 | Custodial (securities); Claims proces... | $27,969 |
PFM ADVISORS9+ years Service code 28 · EIN 23-2704495 | Investment Management | $16,521 |
Service code 10 · EIN 23-2673549 | Accounting | $12,250 |
SPEAR WILDERMAN9+ years Service code 29 · EIN 23-2331913 | Legal | $6,000 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $5,850 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,752 | $107,459-98.4% | $135,903-98.7% | $80,160-97.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 81.9%+18.1pp | 72.9%+27.1pp |
| Annual return | 9.14% | 91.91%-82.8pp | 68.23%-59.1pp | 40.38%-31.2pp |
| Employer contribution / active EE | $70 | $3,877-98.2% | $4,856-98.6% | $2,978-97.7% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $39 | $127-69.4% | $10,762-99.6% | $145-73.2% |