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 14 · EIN 04-1590850 | Plan Administrator | $195,824 |
Service code 17 · EIN 36-4291971 | Pension Consulting | $12,500 |
O'SULLIVAN ASSOCIATES2+ years Filed as: SULLIVAN, WARD, ASHER & PATTON, PC Service code 29 · EIN 38-1880608 | Legal | $11,431 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $11,268 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,496 | $221,442-93.9% | $92,233-85.4% | $77,958-82.7% |
| Participation rate | 76.5% | 79.6%-3.1pp | 76.5%0pp | 71.6%+4.8pp |
| Annual return | 12.47% | 15.65%-3.2pp | 176.28%-163.8pp | 20.87%-8.4pp |
| Employer contribution / active EE | $3,009 | $3,226-6.7% | $3,679-18.2% | $2,310+30.2% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $77 | $210-63.4% | $5,194-98.5% | $97-21.2% |