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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $60,903 |
Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 27 · EIN 39-1126909 | Advisory (Plan) | $17,470 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $10,732 |
PENSION ASSURANCE LLP2 years Service code 27 · EIN 30-0840934 | Advisory (Plan) | $9,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,898 | $185,342-74.7% | $111,297-57.9% | $86,799-46.0% |
| Participation rate | 86.3% | 81.0%+5.4pp | 77.3%+9.0pp | 72.3%+14.1pp |
| Annual return | 14.38% | 500.80%-486.4pp | 54.65%-40.3pp | 97.91%-83.5pp |
| Employer contribution / active EE | $1,119 | $2,246-50.2% | $2,731-59.0% | $2,405-53.5% |
| Participant deferral / active EE | $4,202 | $4,458-5.8% | $4,487-6.4% | $4,131+1.7% |
| Admin fee / account holder | $110 | $255-57.0% | $7,964-98.6% | $170-35.2% |