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 SHALOO6+ years Service code 30 · EIN 22-2708962 | Employee (plan); Direct payment from ... | $68,143 |
PATTI DUBOSQUE6+ years Service code 30 · EIN 22-2708962 | Employee (plan); Direct payment from ... | $53,969 |
NOVAK FRANCELLA LLC6+ years Service code 10 · EIN 61-1436956 | Accounting | $34,500 |
LOCAL 1102 RWDSU3 years Filed as: UA LOCAL 322 HEALTH AND WELFARE FD Service code 49 · EIN 21-0699966 | Other Services | $34,004 |
JACKI SWANSON3 years Service code 30 · EIN 22-2708962 | Direct payment from the plan; Recordk... | $28,570 |
PFM ADVISORS2 years Filed as: PFM ASSET MANAGEMENT LLC Service code 28 1735 MARKET STREET 43RD FLOOR · PHILADELPHIA, PA 19103 | Investment Management | $25,000 |
JENNINGS SIGMOND P.C.6+ years Filed as: JENNINGS SIGMOND PC Service code 29 · EIN 23-2025670 | Legal | $23,496 |
THE MCKEOGH COMPANY6+ years Service code 17 · EIN 23-3003375 | Pension Consulting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,239 | $88,770-36.6% | $109,143-48.5% | $93,030-39.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 26.39% | 60.64%-34.2pp | 25.75%+0.6pp | 158.70%-132.3pp |
| Employer contribution / active EE | $3,560 | $3,780-5.8% | $3,722-4.3% | $2,706+31.6% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $150 | $172-12.9% | $6,752-97.8% | $152-1.1% |