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 | $226,669 |
CLEARY, JOSEM & TRIGIANI LLP4 years Service code 29 · EIN 23-2657967 | Legal | $92,066 |
FRANK M. VACCARO & ASSOCIATES6+ years Service code 13 · EIN 23-2148108 | Contract Administrator | $89,557 |
NOVAK FRANCELLA LLC6+ years Service code 10 · EIN 61-1436956 | Accounting | $59,855 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $51,146 |
IBEW LOCAL 984 years Service code 29 · EIN 23-3094530 | Legal | $17,236 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,018 | $81,719+168.0% | $101,248+116.3% | $90,288+142.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 13.50% | 337.64%-324.1pp | 46.47%-33.0pp | 53.97%-40.5pp |
| Employer contribution / active EE | $12,943 | $3,622+257.3% | $3,660+253.7% | $2,524+412.8% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $131 | $162-19.0% | $5,945-97.8% | $114+15.1% |