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 Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 | Contract Administrator | $51,600 |
FIDUCIA GROUP LLC5+ years Filed as: FIDUCIA GROUP Service code 27 100 WEST STATION SQ DR · PITTSBURGH, PA 15219 | Advisory (Plan) | $21,000 |
STEPHEN J. O'BRIEN5+ years Filed as: STEPHEN J. O'BRIEN & ASSOCIATES Service code 29 · EIN 25-1884429 | Legal | $10,140 |
CYPHER & CYPHER4 years Service code 10 · EIN 25-1385288 | Accounting | $5,846 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,879 | $66,601-5.6% | $92,893-32.3% | $67,579-7.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 14.73% | 92.58%-77.8pp | 109.41%-94.7pp | 378.56%-363.8pp |
| Employer contribution / active EE | $3,807 | $2,775+37.2% | $3,653+4.2% | $2,148+77.2% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $394 | $199+98.2% | $5,794-93.2% | $142+177.1% |