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 14 · EIN 04-2647786 100 SALEM ST · SMITHFIELD, RI 02917 | Plan Administrator | $329,630 |
VIRGINIA & AMBINDER, LLP6+ years Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NY 10004 | Legal | $50,405 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $30,000 |
SCHULTHEIS & PANETTIERI, LLP4 years Filed as: SCHULTHEIS & PANATTIERI LLP Service code 10 · EIN 13-1577780 210 MARCUS BOULEVARD · HAUPPAUGE, NY 11788 | Accounting | $23,688 |
SUSANIN WIDMAN & BRENNAN PC6+ years Service code 29 · EIN 23-2265950 1001 OLD CASSATT ROAD SUITE 306 · BERWYN, PA 19312 | Legal | $21,875 |
RICHARD J. CUMMINGS CPA6+ years Service code 10 · EIN 22-3346148 11 STATE ST · HACKENSACK, NJ 07601 | Accounting | $18,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 4 reportable transactions. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,366 | $81,719-13.9% | $101,248-30.5% | $90,288-22.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 9.83% | 337.64%-327.8pp | 46.47%-36.6pp | 53.97%-44.1pp |
| Employer contribution / active EE | $5,686 | $3,622+57.0% | $3,660+55.4% | $2,524+125.3% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $179 | $162+10.3% | $5,945-97.0% | $114+56.5% |