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 |
|---|---|---|
Filed as: MARSHALL & MOSS ADMIN SERVICES, INC Service code 13 · EIN 81-2845805 1400 OLD COUNTRY RD 406 · WESTBURY, NY 11590 | Contract Administrator | $114,240 |
Filed as: REYNOLDS CONSULTING, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $27,500 |
Filed as: GOULD KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 192 LEXINGTON AVENUE · NEW YORK, NY 10016 | Accounting | $19,500 |
Service code 29 · EIN 26-3858697 258 SAW MILL RIVER RD · ELMSFORD, NY 10523 | Legal | $15,300 |
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $13,000 |
Service code 10 · EIN 04-3652965 1400 OLD COUNTRY RD 406 · WESTBURY, NY 11590 | Accounting | $10,476 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 52 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 | Indirect Investment Fees | $0 |
INVESCO1 year Filed as: INVESCO ADVISORS, INC Service code 52 | Indirect Investment Fees | $0 |
Filed as: KENNEDY CAPITAL MANAGEMENT, INC Service code 52 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,258 | $111,491-32.5% | $189,513-60.3% | $86,799-13.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 8.83% | 83.50%-74.7pp | 555.15%-546.3pp | 97.91%-89.1pp |
| Employer contribution / active EE | $3,498 | $3,951-11.5% | $6,162-43.2% | $2,405+45.4% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $313 | $189+65.7% | $12,045-97.4% | $170+84.4% |