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 SOLUTIONS4 years Service code 13 · EIN 52-1590516 | Contract Administrator | $76,080 |
Filed as: AMERISERVE Service code 19 · EIN 25-1689052 | Securities Custodian | $18,546 |
SPEAR WILDERMAN6+ years Service code 29 · EIN 25-2331913 | Legal | $6,941 |
CYPHER & CYPHER6+ years Filed as: CYPHER & CYPHER CPA'S Service code 10 · EIN 25-1385288 | Accounting | $6,495 |
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 | $10,133 | $91,517-88.9% | $101,248-90.0% | $73,409-86.2% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 16.71% | 17.17%-0.5pp | 46.47%-29.8pp | 59.29%-42.6pp |
| Employer contribution / active EE | $2,608 | $2,877-9.4% | $3,660-28.7% | $2,234+16.7% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $109 | $216-49.4% | $5,945-98.2% | $158-30.8% |