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 | $231,407 |
FRANK M. VACCARO & ASSOCIATES9+ years Service code 13 · EIN 23-2148108 | Contract Administrator | $104,216 |
CLEARY, JOSEM & TRIGIANI LLP7 years Service code 29 · EIN 23-2657967 | Legal | $71,289 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,790 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $47,760 |
IBEW LOCAL 987 years Service code 29 · EIN 23-3094530 | Legal | $17,362 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,650 | $88,480+172.0% | $96,683+148.9% | $80,160+200.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 16.53% | 22.53%-6.0pp | 35.69%-19.2pp | 40.38%-23.9pp |
| Employer contribution / active EE | $16,759 | $4,176+301.3% | $3,737+348.5% | $2,978+462.8% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $150 | $212-29.2% | $6,730-97.8% | $145+3.4% |