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 |
|---|---|---|
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE CO. Service code 13 · EIN 22-1211670 | Contract Administrator | $2,424,519 |
PGIM INVESTMENTS4 years Filed as: PGIM QUANTITATIVE SOLUTIONS LLC Service code 28 · EIN 33-1077887 | Investment Management | $2,063,989 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $173,296 |
JOSE COLIN10+ years Service code 14 · EIN 36-6155778 | Plan Administrator | $172,065 |
CHERIE FRANKLIN5 years Service code 30 · EIN 36-6155778 | Employee (plan) | $100,917 |
Filed as: ASHER, GITTLER & D'ALBA Service code 29 · EIN 36-2786883 | Legal | $97,820 |
CJBS, LLC6 years Service code 10 · EIN 36-3524803 | Accounting | $89,934 |
LISA LINDAUER10+ years Filed as: LISA SOWINSKI Service code 30 · EIN 36-6155778 | Employee (plan) | $89,385 |
CHEIRON10+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $86,434 |
TAYLOR SECURITIES2 years Filed as: TAYLOR ZITKUS Service code 30 · EIN 36-6155778 | Employee (plan) | $80,350 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 10.22% | 9.32%+0.9pp | 10.54%-0.3pp | 9.30%+0.9pp |
| Employer contribution / active EE | $16,884 | $14,511+16.4% | $26,782-37.0% | $12,557+34.5% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |