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 ADVISORS8+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $6,595 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE & A Service code 13 · EIN 06-1050034 | Contract Administrator | $5,335 |
THE SEGAL COMPANY6 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 | $211,359 | $54,350+288.9% | $82,719+155.5% | $68,494+208.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -8.68% | -13.67%+5.0pp | 701.18%-709.9pp | -7.84%-0.8pp |
| Employer contribution / active EE | $14,358 | $2,218+547.3% | $3,009+377.2% | $2,596+453.0% |
| Participant deferral / active EE | $10,428 | $3,246+221.2% | $4,395+137.3% | $4,027+158.9% |
| Admin fee / account holder | $164 | $4,395-96.3% | $5,329-96.9% | $5,403-97.0% |