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 |
|---|---|---|
MATRIX TRUST COMPANY3 years Service code 15 2800 NORTH CENTRAL AVENUE, SUITE 90 · PHOENIX, AZ 85004 | Recordkeeping | $396,212 |
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 12 · EIN 06-1050034 | Claims processing; Custodial (securit... | $309,835 |
FABIAN & BYRN LLC4+ years Filed as: FABIAN AND BYRN, LLC Service code 14 · EIN 25-1914887 | Plan Administrator | $152,328 |
MPC CAPITAL ADVISORS LLC3 years Filed as: MPC CAPITAL ADVISORS, LLC Service code 27 622 THIRD AVE, 38TH FL. · NEW YORK, NY 10017 | Advisory (Plan) | $112,423 |
MSPC4+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 07016 | Accounting | $51,151 |
Filed as: ZAZZALI FAGELLA Service code 29 ONE RIVERFRONT PLAZA, SUITE 320 · NEWARK, NJ 07102 | Legal | $24,749 |
CHIESA SHAHINIAN & GIANTOMASI PC1 year Service code 29 ONE BOLAND DRIVE · WEST ORANGE, NJ 07052 | Legal | $7,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,617 | $60,396+127.9% | $83,848+64.1% | $75,289+82.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -3.67% | 3.84%-7.5pp | 850.88%-854.5pp | -0.04%-3.6pp |
| Employer contribution / active EE | $11,021 | $3,343+229.7% | $3,631+203.6% | $2,405+358.3% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $285 | $141+101.5% | $5,478-94.8% | $102+178.2% |