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 | $49,134 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $42,107 |
STANDARD VALUATIONS9+ years Filed as: STANDARD VALUATION Service code 17 · EIN 41-1327339 | Pension Consulting | $26,300 |
MCELHANEY & ASSOCIATES, LLC7 years Service code 10 · EIN 38-3806684 | Accounting | $25,000 |
COWDEN ASSOCIATES, INC.1 year Filed as: COWDEN & ASSOCIATES INC Service code 11 · EIN 25-1750131 | Actuarial | $10,408 |
JOHN F. DASCOLI, PLLC9+ years Filed as: JOHN DASCOLI, PLLC Service code 29 · EIN 20-5780253 | Legal | $8,053 |
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 | $71,389 | $100,227-28.8% | $169,993-58.0% | $74,419-4.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 13.51% | 66.08%-52.6pp | 53.37%-39.9pp | 34.38%-20.9pp |
| Employer contribution / active EE | $5,300 | $4,263+24.3% | $6,785-21.9% | $2,637+101.0% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $320 | $234+36.7% | $12,815-97.5% | $348-7.9% |