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 | Claims processing; Custodial (securit... | $27,573 |
PFM ADVISORS10+ years Service code 28 · EIN 23-2704495 | Investment Management | $17,295 |
CHERNOW KURTZMAN AND COMPANY, P.C.10+ years Service code 10 · EIN 23-2673549 | Accounting | $12,250 |
SPEAR WILDERMAN10+ years Service code 29 · EIN 23-2331913 | Legal | $6,000 |
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 | $1,895 | $122,186-98.4% | $146,958-98.7% | $199,593-99.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 82.2%+17.8pp | 72.0%+28.0pp |
| Annual return | 6.08% | 30.56%-24.5pp | 418.34%-412.3pp | 34.25%-28.2pp |
| Employer contribution / active EE | $71 | $4,093-98.3% | $4,933-98.6% | $3,034-97.7% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $34 | $179-81.0% | $12,998-99.7% | $269-87.4% |