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 9-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 |
|---|---|---|
PALLAS CAPITAL ADVISORS4 years Service code 27 · EIN 83-4556573 45 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Advisory (Plan) | $71,283 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,652 |
Filed as: PRIME PENSIONS, INC. Service code 49 · EIN 46-1224594 25B VREELAND ROAD · FLORHAM PARK, NJ 07932 | Other Services | $6,895 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $152,451 | $101,317+50.5% | $146,958+3.7% | $74,495+104.6% |
| Participation rate | 89.4% | 75.5%+13.9pp | 82.2%+7.3pp | 67.2%+22.2pp |
| Annual return | 15.06% | 8730.91%-8715.9pp | 418.34%-403.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $2,028 | $3,810-46.8% | $4,933-58.9% | $2,623-22.7% |
| Participant deferral / active EE | $10,113 | $7,303+38.5% | $8,070+25.3% | $4,346+132.7% |
| Admin fee / account holder | $458 | $1,739-73.6% | $12,998-96.5% | $1,942-76.4% |