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 Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 | Contract Administrator | $56,400 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,000 |
STEPHEN J. O'BRIEN10+ years Filed as: STEPHEN J. O'BRIEN & ASSOCIATES Service code 29 · EIN 25-1884429 | Legal | $9,488 |
CYPHER & CYPHER9 years Service code 10 · EIN 25-1385288 | Accounting | $7,804 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,587 | $82,917-29.3% | $103,333-43.3% | $77,643-24.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.55% | 19.13%-6.6pp | 24.88%-12.3pp | 31.24%-18.7pp |
| Employer contribution / active EE | $2,587 | $3,552-27.2% | $3,868-33.1% | $2,726-5.1% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $385 | $638-39.7% | $8,355-95.4% | $430-10.6% |