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 | $76,802 |
ZENITH AMERICAN SOLUTIONS7+ years Service code 10 · EIN 52-1590516 | Accounting | $31,524 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $27,666 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $17,500 |
L.M. HENDERSON & COMPANY, LLP7+ years Filed as: L.M. HENDERSON Service code 10 · EIN 20-5520612 | Accounting | $7,050 |
Service code 29 · EIN 35-1640372 | Legal | $5,895 |
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 | $159,285 | $106,236+49.9% | $112,228+41.9% | $64,808+145.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -8.92% | -6.02%-2.9pp | 27.45%-36.4pp | 32.82%-41.7pp |
| Employer contribution / active EE | $8,991 | $3,166+184.0% | $3,635+147.4% | $2,506+258.8% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $353 | $452-21.8% | $6,410-94.5% | $188+88.0% |