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 | $39,169 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 TWO JERICHO PLAZA · JERICO, NY 11753 | Advisory (Plan) | $25,000 |
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 P.O. BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $24,720 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $12,038 |
ROBERT CHEVERIE9+ years Filed as: ROBERT M. CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 | Legal | $12,000 |
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 | $152,316 | $92,971+63.8% | $96,683+57.5% | $74,419+104.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 20.82% | 37.49%-16.7pp | 35.69%-14.9pp | 34.38%-13.6pp |
| Employer contribution / active EE | $8,329 | $3,426+143.1% | $3,737+122.9% | $2,637+215.8% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $410 | $633-35.3% | $6,730-93.9% | $348+17.8% |