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 |
|---|---|---|
REYNOLDS CONSULTING SERVICES6+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 17 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Pension Consulting | $21,350 |
Filed as: PRUDENTIAL RET. INS. & ANNUITY CO Service code 15 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Recordkeeping | $18,361 |
SLEVIN & HART, P.C.3 years Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVENUE NW · WASHINGTON, DC 20036 | Legal | $17,200 |
THE LAMBOS FIRM, LLP6+ years Service code 29 · EIN 13-3864093 300 SOUTH BROADWAY · TARRYTOWN, NY 10591 | Legal | $17,200 |
DESENA & COMPANY CPAS6+ years Filed as: DESENA & COMPANY CPAS, LLC Service code 10 · EIN 20-0609534 100 EAGLE ROCK AVENUE · EAST HANOVER, NJ 07936 | Accounting | $11,163 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,404 | $51,288+13.9% | $81,983-28.8% | $73,409-20.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.2%+30.8pp | 72.2%+27.8pp |
| Annual return | 8.46% | 29.48%-21.0pp | 41.31%-32.8pp | 59.29%-50.8pp |
| Employer contribution / active EE | $4,283 | $1,487+188.0% | $2,498+71.4% | $2,234+91.7% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,805-100.0% |
| Admin fee / account holder | $144 | $125+14.6% | $5,664-97.5% | $158-9.0% |