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 | $73,747 |
ZENITH AMERICAN SOLUTIONS6+ years Service code 10 · EIN 52-1590516 | Accounting | $31,524 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $26,667 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $17,000 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 16 · EIN 13-1975125 | Consulting | $13,376 |
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 | $174,049 | $78,275+122.4% | $109,143+59.5% | $86,799+100.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 23.55% | 19.14%+4.4pp | 25.75%-2.2pp | 97.91%-74.4pp |
| Employer contribution / active EE | $6,965 | $3,105+124.3% | $3,722+87.1% | $2,405+189.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $365 | $198+83.8% | $6,752-94.6% | $170+115.1% |