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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS9+ years Service code 10 · EIN 52-1590516 | Accounting | $194,759 |
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $138,495 |
VERUS9+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $109,424 |
Filed as: WOHLNER, KAPLON, CUTLER, HALFORD & Service code 29 · EIN 83-2856417 | Legal | $36,802 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $19,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,373 | $74,831-55.4% | $96,683-65.5% | $103,482-67.8% |
| Participation rate | 98.5% | 83.1%+15.4pp | 74.3%+24.1pp | 73.3%+25.2pp |
| Annual return | 16.51% | 16.15%+0.4pp | 35.69%-19.2pp | 33.11%-16.6pp |
| Employer contribution / active EE | $2,086 | $3,888-46.3% | $3,737-44.2% | $3,208-35.0% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,878-100.0% | $5,207-100.0% |
| Admin fee / account holder | $198 | $130+52.4% | $6,730-97.1% | $114+73.7% |