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 |
|---|---|---|
Filed as: PRUDENTIAL RET. INS. & ANNUITY CO Service code 15 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Recordkeeping | $84,749 |
REYNOLDS CONSULTING SERVICES9+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 17 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Pension Consulting | $26,572 |
MOGILA LAW GROUP2 years Filed as: MOGILA LAW GROUP, LLC Service code 29 · EIN 87-2593727 5 PENN PLAZA · NEW YORK, NY 10001 | Legal | $17,600 |
THE LAMBOS FIRM, LLP9+ years Service code 29 · EIN 13-3864093 300 SOUTH BROADWAY · TARRYTOWN, NY 10591 | Legal | $17,600 |
DESENA & COMPANY CPAS9+ years Filed as: DESENA & COMPANY CPAS, LLC Service code 10 · EIN 20-0609534 100 EAGLE ROCK AVENUE · EAST HANOVER, NJ 07936 | Accounting | $13,640 |
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 | $68,370 | $49,693+37.6% | $70,515-3.0% | $74,419-8.1% |
| Participation rate | 100.0% | 64.7%+35.3pp | 68.3%+31.7pp | 70.7%+29.3pp |
| Annual return | 11.90% | 21.22%-9.3pp | 32.77%-20.9pp | 34.38%-22.5pp |
| Employer contribution / active EE | $6,113 | $1,773+244.7% | $2,973+105.6% | $2,637+131.8% |
| Participant deferral / active EE | $0 | $3,376-100.0% | $4,567-100.0% | $4,528-100.0% |
| Admin fee / account holder | $154 | $316-51.3% | $6,412-97.6% | $348-55.8% |