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 |
|---|---|---|
Filed as: MERANZE KATZ AND GAUDIOSO Service code 29 · EIN 23-2943773 121 S BROAD STREET · PHILADELPHIA, PA 19107 | Legal | $7,500 |
BACHELER & COMPANY PC1 year Filed as: BACHELER & COMPANY, PC Service code 10 · EIN 23-2978066 400 SOUTH KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Accounting | $6,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $27,518 | $108,919-74.7% | $100,391-72.6% | $145,922-81.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.91% | 57.88%-39.0pp | 49.20%-30.3pp | 561.29%-542.4pp |
| Employer contribution / active EE | $439 | $4,419-90.1% | $3,942-88.9% | $4,660-90.6% |
| Participant deferral / active EE | $0 | $8,445-100.0% | $8,082-100.0% | $6,688-100.0% |
| Admin fee / account holder | $820 | $9,689-91.5% | $7,899-89.6% | $13,397-93.9% |