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: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 27 · EIN 45-2061717 500 W MONROE STREET STE 3850 · CHICAGO, IL 60661 | Advisory (Plan) | $64,161 |
REYNOLDS CONSULTING SERVICES5+ years Filed as: THOMAS P. REYNOLDS Service code 27 · EIN 11-2558102 | Advisory (Plan) | $40,000 |
KARLEEN O NEILL5+ years Service code 30 · EIN 22-2586287 | Employee (plan) | $39,524 |
MANFRE CPA P.C.5+ years Service code 10 · EIN 61-1632657 | Accounting | $37,008 |
VIRGINIA & AMBINDER, LLP5+ years Filed as: VIRGINIA OLSEN Service code 30 · EIN 22-2586287 | Employee (plan) | $27,205 |
STEFANIA GENTILE5+ years Service code 30 · EIN 22-2586287 | Employee (plan) | $24,455 |
CLEARY, JOSEM & TRIGIANI LLP4 years Service code 29 · EIN 23-2657967 325 CHESTNUT STREET SUITE 200 · PHILADELPHIA, PA 19106 | Legal | $22,776 |
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 49 · EIN 06-1050034 | Other Services | $2,290 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $124,564 | $88,515+40.7% | $162,163-23.2% | $67,579+84.3% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 15.62% | 27.04%-11.4pp | 115.59%-100.0pp | 378.56%-362.9pp |
| Employer contribution / active EE | $13,548 | $3,563+280.2% | $5,614+141.3% | $2,148+530.8% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $634 | $124+413.0% | $10,843-94.1% | $142+345.9% |