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 |
|---|---|---|
JOHN SHALOO5+ years Service code 30 · EIN 22-2708962 | Direct payment from the plan; Employe... | $67,815 |
PFM ADVISORS1 year Filed as: PFM ASSET MANAGEMENT LLC Service code 28 1735 MARKET STREET 43RD FLOOR · PHILADELPHIA, PA 19103 | Investment Management | $56,250 |
PATTI DUBOSQUE5+ years Service code 30 · EIN 22-2708962 | Direct payment from the plan; Employe... | $51,768 |
LOCAL 1102 RWDSU2 years Filed as: UA LOCAL 322 HEALTH AND WELFARE FD Service code 49 · EIN 21-0699966 | Other Services | $42,628 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436956 | Accounting | $34,500 |
JACKI SWANSON2 years Service code 30 · EIN 22-2708962 | Employee (plan); Recordkeeping fees; ... | $27,169 |
JENNINGS SIGMOND P.C.5+ years Filed as: JENNINGS SIGMOND PC Service code 29 · EIN 23-2025670 | Legal | $20,534 |
THE MCKEOGH COMPANY5+ years Service code 17 · EIN 23-3003375 | Pension Consulting | $10,000 |
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 | $45,338 | $81,719-44.5% | $101,248-55.2% | $90,288-49.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | -1.33% | 337.64%-339.0pp | 46.47%-47.8pp | 53.97%-55.3pp |
| Employer contribution / active EE | $3,806 | $3,622+5.1% | $3,660+4.0% | $2,524+50.8% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $162 | $162+0.3% | $5,945-97.3% | $114+42.4% |