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 13 · EIN 06-1050034 | Contract Administrator | $230,234 |
FRANK M. VACCARO & ASSOCIATES5+ years Service code 13 · EIN 23-2148108 | Contract Administrator | $176,967 |
CLEARY, JOSEM & TRIGIANI LLP3 years Service code 29 · EIN 23-2657967 | Legal | $58,660 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436956 | Accounting | $54,668 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $38,547 |
IBEW LOCAL 983 years Service code 14 · EIN 23-0724610 | Plan Administrator | $16,625 |
ALLEN, GIBBS & HOULIK, L.C.3 years Filed as: ALLEN BATES TECHNOLOGIES, INC. Service code 49 · EIN 25-1460327 | Other Services | $7,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,894 | $66,051+196.6% | $92,893+110.9% | $77,787+151.8% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 19.67% | 20.69%-1.0pp | 109.41%-89.7pp | 32.57%-12.9pp |
| Employer contribution / active EE | $13,528 | $3,426+294.9% | $3,653+270.4% | $2,504+440.2% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $137 | $148-7.2% | $5,794-97.6% | $100+37.1% |