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 |
|---|---|---|
CENTRAL DATA SERVICES1 year Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 | Contract Administrator | $43,500 |
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $31,130 |
STACEY BRAUN ASSOCIATES, INC.5+ years Filed as: STACEY BRAUN ASSOC. Service code 28 · EIN 13-2889432 | Investment Management | $23,547 |
BELFINT, LYONS & SHUMAN, P.A.5+ years Filed as: BELFINT, LYONS & SHUMAN Service code 10 · EIN 51-0232399 | Accounting | $20,000 |
MARKOWITZ & RICHMAN5+ years Service code 29 · EIN 23-2111581 | Legal | $18,158 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $11,659 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,902 | $111,608-97.4% | $177,821-98.4% | $73,409-96.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 1.98% | 18.23%-16.2pp | 48.32%-46.3pp | 59.29%-57.3pp |
| Employer contribution / active EE | $2,071 | $3,796-45.4% | $5,918-65.0% | $2,234-7.3% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $65 | $166-60.5% | $12,427-99.5% | $158-58.6% |