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 |
|---|---|---|
THE SCHERER GROUP5+ years Service code 28 · EIN 13-2919773 | Investment Management | $72,339 |
FRED S. SHAPIRO & ASSOCIATES, INC.5+ years Service code 13 11408 CRONRIDGE DRIVE, SUITE I · OWINGS MILLS, MD 21117 | Contract Administrator | $8,138 |
TETI & CARSWELL1 year Filed as: TETI& CARSWELL Service code 10 451 HUNGERFORD DRIVE · ROCKVILLE, MD 20850 | Accounting | $7,950 |
Filed as: THE RETIREMENT ADVANTAGE INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $2,525 |
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 | $54,004 | $81,474-33.7% | $133,956-59.7% | $73,488-26.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | -1.11% | 19.40%-20.5pp | 45.09%-46.2pp | 28.51%-29.6pp |
| Employer contribution / active EE | $2,055 | $2,209-7.0% | $3,919-47.6% | $2,270-9.5% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $395 | $713-44.5% | $8,927-95.6% | $513-22.9% |