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 |
|---|---|---|
Service code 49 · EIN 55-0667502 | Other Services | $150,672 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $65,487 |
Service code 13 · EIN 83-1544721 | Contract Administrator | $45,427 |
STANDARD VALUATIONS6+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 | Advisory (Plan) | $24,075 |
MCELHANEY & ASSOCIATES, LLC4 years Service code 10 · EIN 38-3806684 | Accounting | $19,499 |
JOHN F. DASCOLI, PLLC6+ years Filed as: JOHN DASCOLI, PLLC Service code 29 · EIN 20-5780253 | Legal | $6,318 |
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 | $62,873 | $111,608-43.7% | $177,821-64.6% | $73,409-14.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 11.57% | 18.23%-6.7pp | 48.32%-36.8pp | 59.29%-47.7pp |
| Employer contribution / active EE | $3,658 | $3,796-3.6% | $5,918-38.2% | $2,234+63.8% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $292 | $166+76.1% | $12,427-97.7% | $158+84.6% |