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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $6,011 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE & A Service code 13 · EIN 06-1050034 | Contract Administrator | $5,428 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,248 | $49,177+240.1% | $79,464+110.5% | $64,186+160.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -1.86% | -1.16%-0.7pp | 718.14%-720.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $14,923 | $2,076+618.7% | $2,800+432.9% | $2,381+526.8% |
| Participant deferral / active EE | $8,611 | $2,821+205.2% | $3,704+132.5% | $3,470+148.2% |
| Admin fee / account holder | $167 | $3,839-95.7% | $5,113-96.7% | $4,888-96.6% |