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 |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $56,088 |
CONGRESS ASSET MANAGEMENT1+ years Service code 28 · EIN 04-2848965 | Investment Management | $31,674 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $22,000 |
DANIEL H. COOK ASSOCIATES, INC1+ years Filed as: DANIEL COOK ASSOCIATES Service code 12 · EIN 11-2424843 | Claims processing | $21,120 |
EARNEST PARTNERS, LLC1+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $18,699 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $16,846 |
COLLERAN, O'HARA & MILLS LLP1+ years Filed as: COLLERAN, O'HARA & MILLS Service code 29 · EIN 11-2940050 | Legal | $8,299 |
WELBY, BRADY & GREENBLATT, LLP1+ years Filed as: WELBY, BRADY & GREENBLATT Service code 29 · EIN 13-3625085 | Legal | $8,006 |
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 | $83,015 | $70,667+17.5% | $123,104-32.6% | $52,331+58.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 1.81% | 6.23%-4.4pp | 13.22%-11.4pp | 4.54%-2.7pp |
| Employer contribution / active EE | $9,102 | $2,946+209.0% | $5,151+76.7% | $1,882+383.7% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $975 | $506+92.5% | $9,015-89.2% | $592+64.8% |