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 RETIREMENT INS & ANN CO. Service code 28 · EIN 06-1050034 P.O BOX 5320 · SCRANTON, PA 18505 | Investment Management | $338,366 |
MSPC4+ years Filed as: MSPC CPAS & ADVISORS, P.C. Service code 10 · EIN 22-2951202 340 NORTH AVE EAST · CRANFORD, NJ 07016 | Accounting | $26,210 |
FEDERATION PENSION BUREAU4+ years Service code 15 · EIN 13-1787563 225 WEST 34TH STREET · NEW YORK, NY 10122 | Recordkeeping | $22,911 |
REYNOLDS CONSULTING SERVICES4+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 11-2558102 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Advisory (Plan) | $21,945 |
LINDABURY, MCCORMICK, ESTABROOK4+ years Service code 29 · EIN 22-1943351 53 CARDINAL DRIVE · WESTFIELD, NJ 10122 | Legal | $13,161 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,319 | $60,396+21.4% | $83,848-12.6% | $75,289-2.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 0.77% | 3.84%-3.1pp | 850.88%-850.1pp | -0.04%+0.8pp |
| Employer contribution / active EE | $2,585 | $3,343-22.7% | $3,631-28.8% | $2,405+7.5% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $339 | $141+140.4% | $5,478-93.8% | $102+231.9% |