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 |
|---|---|---|
KRONICK KALADA BERDY & CO., P.C.5+ years Filed as: KRONICK, KALADA, BERDY & CO. P.C. Service code 10 · EIN 23-2667890 | Accounting | $6,610 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $2,660 |
MORGAN STANLEY SMITH BARNEY2 years Service code 22 · EIN 13-2655998 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,177 | $63,114-44.3% | $92,893-62.1% | $65,185-46.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 12.94% | 28.75%-15.8pp | 109.41%-96.5pp | 29.38%-16.4pp |
| Employer contribution / active EE | $919 | $2,571-64.2% | $3,653-74.8% | $2,177-57.8% |
| Participant deferral / active EE | $2,749 | $3,108-11.6% | $4,236-35.1% | $3,514-21.8% |
| Admin fee / account holder | $82 | $624-86.8% | $5,794-98.6% | $847-90.3% |