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 RETIREMENT INS & ANNUITY Service code 28 · EIN 06-1050034 | Investment Management | $130,789 |
ARNOLD & KADJAN5+ years Service code 29 · EIN 36-2498571 35 EAST WACKER DRIVE, SUITE 600 · CHICAGO, IL 60601 | Legal | $17,768 |
CALIBRE CPA GROUP PLLC5+ years Service code 10 · EIN 47-0900880 230 W. MONROE ST. SUITE 310 · CHICAGO, IL 60606 | Accounting | $15,750 |
MARQUETTE ASSOCIATES5+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 70 · EIN 36-3485298 180 NORTH LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $13,380 |
HUNT INSURANCE AGENCY, INC.2 years Filed as: HUNT INSURANCE AGENCY, INC Service code 53 · EIN 36-2730032 12000 HARLEM DR · PALOS HEIGHTS, IL 60463 | Insurance Commissions | $7,825 |
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 333 W 34TH ST · NEW YORK, NY 10001 | Actuarial | $7,761 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $133,886 | $81,719+63.8% | $101,248+32.2% | $90,288+48.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 5.74% | 337.64%-331.9pp | 46.47%-40.7pp | 53.97%-48.2pp |
| Employer contribution / active EE | $7,067 | $3,622+95.1% | $3,660+93.1% | $2,524+180.0% |
| Participant deferral / active EE | $33 | $3,310-99.0% | $4,370-99.3% | $4,232-99.2% |
| Admin fee / account holder | $130 | $162-19.9% | $5,945-97.8% | $114+13.7% |