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 |
|---|---|---|
INSURANCE PROGRAMMERS, INC.2+ years Filed as: INSURANCE PROGRAMMERS Service code 13 · EIN 06-0811449 P.O. BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $42,600 |
ROBERT CHEVERIE2+ years Service code 10 · EIN 06-1335139 333 EAST RIVER DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Accounting | $24,000 |
Filed as: BEERS HAMERMAN COHEN & BURGER PC Service code 10 · EIN 47-2517893 234 CHURCH STREET · NEW HAVEN, CT 06535 | Accounting | $14,900 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $9,000 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 10 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Accounting | $8,869 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,092 | $57,921+38.3% | $84,750-5.5% | $57,658+38.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 5.02% | 10.24%-5.2pp | 22.78%-17.8pp | 5.13%-0.1pp |
| Employer contribution / active EE | $7,991 | $2,598+207.5% | $3,574+123.6% | $1,974+304.8% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $196 | $130+51.1% | $5,332-96.3% | $95+107.4% |