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 SOLUTIONS8 years Service code 13 · EIN 52-1590516 | Contract Administrator | $76,080 |
COHEN & STEERS3 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $56,294 |
AMERISERV TRUST & FINANCIAL SERVICE10+ years Filed as: AMERISERVE Service code 19 · EIN 25-1689052 | Securities Custodian | $26,744 |
CYPHER & CYPHER10+ years Filed as: CYPHER & CYPHER CPA'S Service code 10 · EIN 25-1385288 | Accounting | $8,115 |
KOSMERL & COMPANY, P.C.4 years Filed as: KOSMERL & COMPANY P.C. Service code 10 535 NORTH FIFTH STREET · READING, PA 19601 | Accounting | $7,333 |
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 | $13,723 | $82,917-83.4% | $103,333-86.7% | $77,643-82.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 13.41% | 19.13%-5.7pp | 24.88%-11.5pp | 31.24%-17.8pp |
| Employer contribution / active EE | $3,458 | $3,552-2.6% | $3,868-10.6% | $2,726+26.9% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $166 | $638-74.0% | $8,355-98.0% | $430-61.5% |