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 SOLUTIONS7 years Service code 13 · EIN 52-1590516 | Contract Administrator | $76,080 |
Filed as: AMERISERVE Service code 19 · EIN 25-1689052 | Securities Custodian | $23,416 |
KOSMERL & COMPANY, P.C.3 years Filed as: KOSMERL & COMPANY P.C. Service code 10 535 NORTH FIFTH STREET · READING, PA 19601 | Accounting | $15,257 |
COHEN & STEERS2 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $13,752 |
MCNEES WALLACE & NURICK2 years Filed as: MCNEES WALLACE AND NURICK Service code 29 · EIN 23-1256003 | Legal | $8,000 |
CYPHER & CYPHER9+ years Filed as: CYPHER & CYPHER CPA'S Service code 10 · EIN 25-1385288 | Accounting | $7,395 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,620 | $92,971-87.5% | $96,683-88.0% | $74,419-84.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 10.30% | 37.49%-27.2pp | 35.69%-25.4pp | 34.38%-24.1pp |
| Employer contribution / active EE | $2,691 | $3,426-21.4% | $3,737-28.0% | $2,637+2.1% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $136 | $633-78.5% | $6,730-98.0% | $348-60.9% |