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 |
|---|---|---|
CLEARY, JOSEM & TRIGIANI LLP8+ years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $51,470 |
IRON-CO-FID-COMPREHENSIVE6 years Filed as: IRON WORKERS DIST. COUNCIL OF PHILA Service code 13 1807 SPRING GARDEN STREET · PHILADELPHIA, PA 19130 | Contract Administrator | $51,421 |
MORGAN STANLEY SMITH BARNEY5 years Service code 49 1350 BROADCASTING ROAD · WYOMISSING, PA 19610 | Other Services | $35,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $32,490 |
FISCHER DORWART, P.C.8+ years Service code 10 · EIN 23-2247478 | Accounting | $16,500 |
AMERICAN FUNDS4 years Service code 52 | Indirect Investment Fees | $0 |
COHEN & STEERS4 years Service code 52 | Indirect Investment Fees | $0 |
COHEN & STEERS4 years Filed as: COHEN & STREETS Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MANNING & NAPIER4 years Service code 52 · EIN 16-1371994 | Indirect Investment Fees | $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 | $55,383 | $92,971-40.4% | $96,683-42.7% | $74,419-25.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 1.01% | 37.49%-36.5pp | 35.69%-34.7pp | 34.38%-33.4pp |
| Employer contribution / active EE | $3,232 | $3,426-5.7% | $3,737-13.5% | $2,637+22.5% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $199 | $633-68.6% | $6,730-97.0% | $348-42.9% |