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 Service code 28 · EIN 22-1211670 | Investment Management | $66,074 |
MSPC2+ years Service code 10 · EIN 22-2951202 | Accounting | $27,155 |
I.E. SHAFFER & CO.2+ years Filed as: I.E. SHAFFER Service code 12 · EIN 22-1750854 | Claims processing | $20,962 |
QUANTELLIGENT SOLUTIONS, LLC2+ years Filed as: QUANTELLIGENT SOLUTIONS LLC Service code 28 · EIN 20-5959585 | Investment Management | $8,300 |
Service code 29 · EIN 22-3185470 | Legal | $7,602 |
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 | $0 | $43,423-100.0% | $78,689-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 68.0%-68.0pp | 73.6%-73.6pp | 69.0%-69.0pp |
| Annual return | 4.40% | 11.53%-7.1pp | 62.18%-57.8pp | 169.23%-164.8pp |
| Employer contribution / active EE | $2,808 | $1,997+40.7% | $2,851-1.5% | $1,963+43.1% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |