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 | $150,670 |
Service code 13 · EIN 83-1544721 | Contract Administrator | $49,061 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $42,261 |
STANDARD VALUATIONS8+ years Filed as: STANDARD VALUATION Service code 17 · EIN 41-1327339 | Pension Consulting | $25,675 |
MCELHANEY & ASSOCIATES, LLC6 years Service code 10 · EIN 38-3806684 | Accounting | $23,558 |
JOHN F. DASCOLI, PLLC8+ years Filed as: JOHN DASCOLI, PLLC Service code 29 · EIN 20-5780253 | Legal | $6,361 |
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 | $63,046 | $86,897-27.4% | $151,611-58.4% | $64,808-2.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -13.59% | -3.57%-10.0pp | 3.33%-16.9pp | 32.82%-46.4pp |
| Employer contribution / active EE | $5,110 | $4,010+27.4% | $6,166-17.1% | $2,506+103.9% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $311 | $153+103.4% | $11,616-97.3% | $188+65.7% |