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 |
|---|---|---|
Service code 49 · EIN 04-6374631 | Other Services | $30,182 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $22,700 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 50 · EIN 47-1411118 | Direct Payment | $12,053 |
THE ANGELL PENSION GROUP, INC.9+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $11,257 |
MANZI & ASSOCIATES, LLC2 years Filed as: MANZI & ASSOCITATES, LLC Service code 10 1855 TURNPIKE STREET · NORTH ANDOVER, MA 01845 | Accounting | $9,638 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,549 | $81,357-28.0% | $75,972-22.9% | $199,593-70.7% |
| Participation rate | 93.1% | 69.9%+23.2pp | 69.1%+24.1pp | 72.0%+21.2pp |
| Annual return | 27.05% | 16.32%+10.7pp | 359.55%-332.5pp | 34.25%-7.2pp |
| Employer contribution / active EE | $4,473 | $3,341+33.9% | $2,685+66.6% | $3,034+47.4% |
| Participant deferral / active EE | $0 | $4,710-100.0% | $4,255-100.0% | $5,087-100.0% |
| Admin fee / account holder | $105 | $144-27.2% | $6,467-98.4% | $269-60.9% |