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 | $76,486 |
ZENITH AMERICAN SOLUTIONS8+ years Service code 10 · EIN 52-1590516 | Accounting | $31,524 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $28,000 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $17,500 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 16 · EIN 13-1975125 | Consulting | $16,550 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $12,758 |
MAY OBERFELL LORBER1 year Filed as: MAY, OBERFELL, LORBER Service code 29 4100 EDISON LAKES PARKWAY, STE 100 · MISHAWAKA, IN 46545 | Legal | $10,263 |
L.M. HENDERSON & COMPANY, LLP8+ years Filed as: L.M. HENDERSON Service code 10 · EIN 20-5520612 | Accounting | $9,089 |
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 | $168,067 | $92,971+80.8% | $96,683+73.8% | $74,419+125.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 8.16% | 37.49%-29.3pp | 35.69%-27.5pp | 34.38%-26.2pp |
| Employer contribution / active EE | $9,945 | $3,426+190.3% | $3,737+166.1% | $2,637+277.1% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $378 | $633-40.3% | $6,730-94.4% | $348+8.6% |