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: THE PRUDENTIAL INSURANCE CO OF AM Service code 15 · EIN 22-1211670 3022 HIGHLAND PARKWAY, STE 650 · DOWNERS GROVE, IL 60515 | Recordkeeping | $33,138 |
O'DONOGHUE & O'DONOGHUE3 years Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE, NW, STE 800 · WASHINGTON, DC 20015 | Legal | $27,588 |
Service code 13 · EIN 54-0759756 PO BOX 1769 · SALEM, VA 24153 | Contract Administrator | $25,600 |
BERKSHIRE ASSET MANAGEMENT5 years Service code 27 · EIN 26-0256914 46 PUBLIC SQUARE, SUITE 700 · WILKES BARRE, PA 18701 | Advisory (Plan) | $21,486 |
ALAN ROSS & COMPANY, PC8+ years Filed as: ALAN ROSS AND COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $8,451 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,486 | $72,254+44.6% | $86,677+20.5% | $64,808+61.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -15.84% | 392.42%-408.3pp | 35.91%-51.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $4,906 | $2,393+105.0% | $2,836+73.0% | $2,506+95.8% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $323 | $174+85.9% | $7,493-95.7% | $188+72.1% |