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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 | Contract Administrator | $76,080 |
Filed as: AMERISERVE Service code 19 · EIN 25-1689052 | Securities Custodian | $17,133 |
MCNEES WALLACE & NURICK4 years Service code 29 · EIN 23-1256003 | Legal | $10,958 |
SPEAR WILDERMAN5+ years Service code 29 · EIN 25-2331913 | Legal | $6,351 |
CYPHER & CYPHER5+ years Filed as: CYPHER & CYPHER CPA'S Service code 10 · EIN 25-1385288 | Accounting | $6,195 |
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 | $11,868 | $66,601-82.2% | $92,893-87.2% | $67,579-82.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 17.06% | 92.58%-75.5pp | 109.41%-92.4pp | 378.56%-361.5pp |
| Employer contribution / active EE | $2,973 | $2,775+7.1% | $3,653-18.6% | $2,148+38.4% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $175 | $199-12.2% | $5,794-97.0% | $142+22.7% |