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 25 · EIN 04-2647786 | Directed Trustee | $453,703 |
FELDMAN, INGARDONA & CO.1 year Filed as: FELDMAN, INGARDONA&CO. Service code 27 · EIN 36-4137178 | Advisory (Plan) | $50,000 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,866 | $85,257+26.5% | $70,515+53.0% | $103,482+4.2% |
| Participation rate | 79.9% | 71.0%+9.0pp | 68.3%+11.6pp | 73.3%+6.7pp |
| Annual return | 17.81% | 25.37%-7.6pp | 32.77%-15.0pp | 33.11%-15.3pp |
| Employer contribution / active EE | $1,455 | $3,007-51.6% | $2,973-51.1% | $3,208-54.6% |
| Participant deferral / active EE | $5,640 | $4,773+18.2% | $4,567+23.5% | $5,207+8.3% |
| Admin fee / account holder | $78 | $89-11.9% | $6,412-98.8% | $114-31.7% |