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 |
|---|---|---|
DOAR RIECK KALEY & MACK4 years Service code 29 · EIN 13-4120430 | Legal | $138,869 |
HIGHLAND CONSULTING ASSOCIATES5+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $98,771 |
SCHULTHEIS & PANETTIERI, LLP6+ years Service code 10 · EIN 13-1577780 | Accounting | $90,049 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $61,500 |
Filed as: DATA SURGE SOLUTIONS OF NY, INC Service code 15 · EIN 83-0594917 | Recordkeeping | $39,247 |
ATALANTA SOSNOFF3 years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $34,173 |
QUAN-VEST CONSULTANTS, INC.4 years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $26,460 |
SLEVIN & HART, P.C.3 years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $23,599 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC Service code 15 · EIN 22-2034252 | Recordkeeping | $14,039 |
AMALGAMATED BANK6+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $13,761 |
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 | $31,237 | $81,719-61.8% | $101,248-69.1% | $90,288-65.4% |
| Participation rate | 99.7% | 80.7%+19.0pp | 75.8%+23.9pp | 73.4%+26.4pp |
| Annual return | 13.82% | 337.64%-323.8pp | 46.47%-32.7pp | 53.97%-40.1pp |
| Employer contribution / active EE | $6,408 | $3,622+76.9% | $3,660+75.1% | $2,524+153.9% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $301 | $162+85.7% | $5,945-94.9% | $114+163.6% |