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 13 · EIN 42-0127290 | Contract Administrator | $35,877 |
SIGMA FINANCIAL CORPORATION2 years Service code 49 · EIN 38-2472555 | Other Services | $12,760 |
HAGOPIAN & SONS, INC.1 year Service code 13 · EIN 38-1573646 | Contract Administrator | $11,370 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,763 | $59,263-11.0% | $96,562-45.4% | $79,386-33.5% |
| Participation rate | 85.1% | 61.9%+23.2pp | 69.8%+15.3pp | 70.7%+14.4pp |
| Annual return | 12.27% | 27.07%-14.8pp | 37.78%-25.5pp | 116.85%-104.6pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,462 | $2,948-16.5% | $3,849-36.0% | $4,046-39.1% |
| Admin fee / account holder | $430 | $658-34.8% | $6,181-93.1% | $626-31.4% |