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 |
|---|---|---|
PNC BANK, N.A.1 year Service code 19 · EIN 22-1146430 | Securities Custodian | $20,077 |
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING, LLC Service code 16 4901 VINELAND ROAD · ORLANDO, FL 32811 | Consulting | $20,000 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $18,972 |
YURCHYK & DAVIS CPA'S, INC.5+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $15,467 |
BENESYS, INC.5+ years Service code 13 · EIN 34-1787882 | Contract Administrator | $13,526 |
Service code 29 · EIN 34-1224415 | Legal | $13,176 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,640 | $66,601+22.6% | $92,893-12.1% | $67,579+20.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 21.66% | 92.58%-70.9pp | 109.41%-87.8pp | 378.56%-356.9pp |
| Employer contribution / active EE | $5,747 | $2,775+107.1% | $3,653+57.3% | $2,148+167.6% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $327 | $199+64.4% | $5,794-94.4% | $142+129.8% |