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 | $38,141 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 P.O. BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $24,720 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $12,693 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS SECURITIES, LLC Service code 70 · EIN 13-3873456 | Consulting Fees | $12,500 |
ROBERT CHEVERIE6+ years Filed as: ROBERT M. CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 | Legal | $12,333 |
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 | $144,157 | $91,517+57.5% | $101,248+42.4% | $73,409+96.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 17.26% | 17.17%+0.1pp | 46.47%-29.2pp | 59.29%-42.0pp |
| Employer contribution / active EE | $5,450 | $2,877+89.5% | $3,660+48.9% | $2,234+144.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $435 | $216+101.7% | $5,945-92.7% | $158+175.8% |