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 |
|---|---|---|
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $35,660 |
S.C. PIPE TRADES ADMIN. CORP.2+ years Service code 13 · EIN 95-4557526 | Contract Administrator | $22,085 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 52 · EIN 25-6078093 | Indirect Investment Fees | $21,899 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $19,688 |
GILBERT & SACKMAN2+ years Filed as: GILBERT & SACKMAN, A LAW CORP. Service code 29 · EIN 95-2906951 | Legal | $9,874 |
INVESCO2+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 52 · EIN 84-0591534 | Indirect Investment Fees | $7,410 |
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 | $59,281 | $58,726+0.9% | $92,233-35.7% | $62,292-4.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.03% | 43.62%-33.6pp | 176.28%-166.2pp | 28.90%-18.9pp |
| Employer contribution / active EE | $7,233 | $2,392+202.4% | $3,679+96.6% | $2,042+254.2% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $418 | $556-24.8% | $5,194-91.9% | $479-12.7% |