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 49 · EIN 06-1050034 | Other Services | $100,000 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 27 · EIN 45-2061717 500 W MONROE STREET STE 3850 · CHICAGO, IL 60661 | Advisory (Plan) | $68,114 |
REYNOLDS CONSULTING SERVICES6+ years Filed as: THOMAS P. REYNOLDS Service code 27 · EIN 11-2558102 | Advisory (Plan) | $40,000 |
MANFRE CPA P.C.6+ years Service code 10 · EIN 61-1632657 | Accounting | $36,861 |
KARLEEN O NEILL6+ years Service code 30 · EIN 22-2586287 | Employee (plan) | $35,258 |
CLEARY, JOSEM & TRIGIANI LLP5 years Service code 29 · EIN 23-2657967 325 CHESTNUT STREET SUITE 200 · PHILADELPHIA, PA 19106 | Legal | $25,853 |
STEFANIA GENTILE6+ years Service code 30 · EIN 22-2586287 | Employee (plan) | $22,339 |
VIRGINIA & AMBINDER, LLP6+ years Filed as: VIRGINIA OLSEN Service code 30 · EIN 22-2586287 | Employee (plan) | $22,170 |
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 | $138,684 | $111,608+24.3% | $177,821-22.0% | $73,409+88.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 10.94% | 18.23%-7.3pp | 48.32%-37.4pp | 59.29%-48.4pp |
| Employer contribution / active EE | $13,373 | $3,796+252.3% | $5,918+126.0% | $2,234+498.7% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $767 | $166+363.5% | $12,427-93.8% | $158+386.1% |