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 |
|---|---|---|
ASSOCIATED THIRD PARTY ADMIN.1+ years Filed as: ASSOCIATED THIRD PARTY ADMINISTRATO Service code 13 · EIN 94-3187938 | Contract Administrator | $331,189 |
KRAW LAW GROUP1+ years Filed as: KRAW & KRAW Service code 29 · EIN 77-0171216 | Legal | $52,272 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $51,632 |
MEKETA INVESTMENT GROUP1+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $45,823 |
BJORKLUND & MONTPLAISIR1+ years Service code 10 · EIN 93-1015766 | Accounting | $14,031 |
Filed as: WOHLNER, KAPLON, PHILLIPS, YOUNG & Service code 29 · EIN 95-4177931 | Legal | $12,211 |
MICHAEL F. YATES & COMPANY, INC.1+ years Filed as: MICHAEL SUROWITZ Service code 10 · EIN 93-0936123 | Accounting | $7,930 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,067 | $48,096-4.2% | $75,781-39.2% | $67,505-31.8% |
| Participation rate | 95.6% | 86.8%+8.9pp | 75.8%+19.8pp | 71.2%+24.4pp |
| Annual return | -2.06% | 0.30%-2.4pp | 9.68%-11.7pp | 6.52%-8.6pp |
| Employer contribution / active EE | $2,549 | $2,5490% | $3,323-23.3% | $2,173+17.3% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,651-100.0% | $3,597-100.0% |
| Admin fee / account holder | $107 | $82+30.7% | $5,299-98.0% | $56+91.1% |