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 |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 15 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Recordkeeping | $35,538 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS SECURITIES, LLC Service code 50 · EIN 13-3873456 1285 AVENUE OF THE AMERICAS · NEW YORK CITY, NY 10019 | Direct Payment | $31,250 |
Service code 13 · EIN 52-1590516 P.O. BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $24,720 |
GOULET SALVIDIO & ASSOC.4 years Service code 50 · EIN 01-2623065 9 IRVING STREET · WORCESTER, MA 01609 | Direct Payment | $21,617 |
ROBERT CHEVERIE5+ years Filed as: ROBERT M. CHEVERIE & ASSOCIATES Service code 50 · EIN 06-1335139 333 EAST RIVER DRIVE · EAST HARTFORD, CT 06108 | Direct Payment | $12,458 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $121,747 | $66,601+82.8% | $92,893+31.1% | $67,579+80.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 20.55% | 92.58%-72.0pp | 109.41%-88.9pp | 378.56%-358.0pp |
| Employer contribution / active EE | $8,242 | $2,775+197.0% | $3,653+125.7% | $2,148+283.8% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $470 | $199+136.5% | $5,794-91.9% | $142+230.6% |