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 ADVISORS6+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $5,999 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE & A Service code 13 · EIN 06-1050034 | Contract Administrator | $5,457 |
THE SEGAL COMPANY4 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 | $197,360 | $60,124+228.3% | $90,404+118.3% | $79,858+147.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 8.22% | 71.94%-63.7pp | 1293.02%-1284.8pp | 31.71%-23.5pp |
| Employer contribution / active EE | $11,190 | $2,068+441.2% | $3,262+243.1% | $2,471+352.9% |
| Participant deferral / active EE | $9,048 | $2,938+207.9% | $3,963+128.3% | $3,740+141.9% |
| Admin fee / account holder | $156 | $3,976-96.1% | $5,611-97.2% | $5,306-97.1% |