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 |
|---|---|---|
HARTNETT REYES-JONES, LLC7 years Filed as: HARTNETT REYES-JONES Service code 29 · EIN 43-1205253 | Legal | $84,027 |
BENESYS, INC.3 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $78,809 |
LPL FINANCIAL4 years Service code 28 4931 LINDELL BLVD, STE 150 · ST. LOUIS, MO 63108 | Investment Management | $58,479 |
ROMOLO & ASSOCIATES6 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $22,006 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,272 | $95,880-65.3% | $107,525-69.1% | $85,563-61.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 10.44% | 68.06%-57.6pp | 181.32%-170.9pp | 31.51%-21.1pp |
| Employer contribution / active EE | $6,645 | $3,812+74.3% | $3,754+77.0% | $2,654+150.4% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $111 | $1,025-89.1% | $8,919-98.8% | $834-86.6% |