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 ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $6,560 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE & A Service code 13 · EIN 06-1050034 | Contract Administrator | $5,430 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $5,000 |
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 | $187,501 | $54,762+242.4% | $90,281+107.7% | $72,985+156.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 12.30% | 30.63%-18.3pp | 78.10%-65.8pp | 81.00%-68.7pp |
| Employer contribution / active EE | $13,925 | $2,092+565.5% | $2,854+387.8% | $2,440+470.7% |
| Participant deferral / active EE | $8,554 | $2,887+196.3% | $3,885+120.2% | $3,607+137.1% |
| Admin fee / account holder | $163 | $3,972-95.9% | $5,351-97.0% | $5,124-96.8% |