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 SERVICES3 years Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 | Contract Administrator | $66,000 |
STACEY BRAUN ASSOCIATES, INC.7+ years Filed as: STACEY BRAUN ASSOC. Service code 28 · EIN 13-2889432 | Investment Management | $22,706 |
BELFINT, LYONS & SHUMAN, P.A.7+ years Filed as: BELFINT, LYONS & SHUMAN Service code 10 · EIN 51-0232399 | Accounting | $19,222 |
MARKOWITZ & RICHMAN7+ years Service code 29 · EIN 23-2111581 | Legal | $15,065 |
PNC BANK, N.A.7+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $15,041 |
Service code 29 · EIN 51-0082644 | Legal | $8,271 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,775 | $86,897-94.5% | $151,611-96.9% | $64,808-92.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -9.24% | -3.57%-5.7pp | 3.33%-12.6pp | 32.82%-42.1pp |
| Employer contribution / active EE | $1,756 | $4,010-56.2% | $6,166-71.5% | $2,506-29.9% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $104 | $153-32.0% | $11,616-99.1% | $188-44.6% |