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 |
|---|---|---|
JOHNSON & KROL, LLC2+ years Filed as: JOHNSON AND KROL LLC Service code 29 · EIN 36-4342024 | Legal | $81,604 |
JOHN GARDINER2+ years Service code 30 · EIN 36-6551011 | Employee (plan) | $56,326 |
GINA GILSDORF2+ years Service code 30 · EIN 36-6551011 | Employee (plan) | $30,498 |
DANIEL AND HENRY CO2+ years Filed as: DANIEL AND HENRY CO. Service code 23 · EIN 43-0634945 | Insurance services | $28,046 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $28,000 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $25,000 |
DATAMATION IMAGING SERVICES1+ years Service code 49 · EIN 36-4303011 | Other Services | $24,254 |
BANSLEY AND KIENER, LLP2+ years Filed as: BANSLEY AND KIENER LLP Service code 10 · EIN 36-2152389 | Accounting | $16,544 |
Filed as: MASSACHUSETTES MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,100 | $54,392+122.6% | $84,750+42.9% | $63,975+89.3% |
| Participation rate | 65.1% | 76.9%-11.8pp | 76.6%-11.5pp | 71.1%-6.1pp |
| Annual return | 5.38% | 611.38%-606.0pp | 22.78%-17.4pp | 48.65%-43.3pp |
| Employer contribution / active EE | $8,509 | $2,943+189.1% | $3,574+138.1% | $2,182+290.0% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $151 | $136+11.1% | $5,332-97.2% | $70+114.2% |