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 4-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 |
|---|---|---|
WASCHITZ PAVLORFF CPA LLP3 years Service code 10 PO BOX 871 · MONTICELLO, NY 12701 | Accounting | $20,000 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, N.A. Service code 99 1100 NORTH MARKET ST · WILMINGTON, DE 19801 | Other Fees | $16,662 |
Service code 13 · EIN 23-2773128 711 NORTH YORK ROAD, SUITE 200 · WILLOW GROVE, PA 19090 | Contract Administrator | $9,710 |
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 | $66,013 | $59,417+11.1% | $93,606-29.5% | $74,495-11.4% |
| Participation rate | 88.1% | 59.7%+28.4pp | 68.7%+19.4pp | 67.2%+20.9pp |
| Annual return | 11.58% | 81.83%-70.3pp | 133.20%-121.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $2,352 | $1,264+86.1% | $2,420-2.8% | $2,623-10.3% |
| Participant deferral / active EE | $4,563 | $3,050+49.6% | $4,411+3.4% | $4,346+5.0% |
| Admin fee / account holder | $619 | $3,021-79.5% | $8,285-92.5% | $1,942-68.1% |