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 37 · EIN 04-2647786 100 SALEM ST · SMITHFIELD, RI 02917 | Loan Processing | $363,257 |
VIRGINIA & AMBINDER, LLP2+ years Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NY 10004 | Legal | $44,684 |
PORTFOLIO EVALUATIONS, INC.2+ years Service code 27 · EIN 22-3189064 SOMERSET HILLS CORPORATE CENTER · WARREN, NJ 07059 | Advisory (Plan) | $27,500 |
RICHARD J. CUMMINGS CPA2+ years Service code 10 · EIN 22-3346148 11 STATE ST · HACKENSACK, NJ 07601 | Accounting | $24,000 |
SUSANIN WIDMAN & BRENNAN PC2+ years Service code 29 · EIN 23-2265950 656 E SWEDESFORD ROAD SUITE 330 · WAYNE, PA 19087 | Legal | $14,313 |
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 | $45,575 | $54,392-16.2% | $84,750-46.2% | $63,975-28.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 3.21% | 611.38%-608.2pp | 22.78%-19.6pp | 48.65%-45.4pp |
| Employer contribution / active EE | $4,221 | $2,943+43.4% | $3,574+18.1% | $2,182+93.5% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $161 | $136+18.7% | $5,332-97.0% | $70+128.8% |