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 RETIRE INS AND ANNY CO Service code 15 · EIN 06-1050034 | Recordkeeping | $56,584 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 10 · EIN 52-1590516 | Accounting | $33,353 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 16 · EIN 13-1975125 | Consulting | $18,377 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $16,500 |
Service code 29 · EIN 35-1640372 | Legal | $6,105 |
L.M. HENDERSON & COMPANY, LLP4+ years Filed as: L.M. HENDERSON Service code 10 · EIN 20-5520612 | Accounting | $5,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $123,495 | $54,237+127.7% | $90,281+36.8% | $67,579+82.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 3.05% | 37.27%-34.2pp | 78.10%-75.0pp | 378.56%-375.5pp |
| Employer contribution / active EE | $7,298 | $1,846+295.4% | $2,854+155.7% | $2,148+239.8% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $313 | $123+153.8% | $5,351-94.1% | $142+120.1% |