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 7-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: KRONICK KALADA BERDY AND CO PC Service code 10 190 LATHROP STREET · KINGSTON, PA 18704 | Accounting | $13,000 |
GELMAN PENSION CONSULTING, INC.4+ years Service code 15 70 WEST 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $4,899 |
NATIONWIDE4+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $3,655 |
QUINT CAPITAL CORPORATION4+ years Service code 26 230 PARK AVENUE, SUITE 460 · NEW YORK, NY 10169 | Advisory (Participants) | $1,316 |
IRON-CO-FID-COMPREHENSIVE4+ years Filed as: IRON FINANCIAL FLEX ADV FOUNDATIONS Service code 26 630 DUNDEE ROAD, SUITE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $66 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $612 | $65,061-99.1% | $143,757-99.6% | $66,914-99.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -25.52% | -11.14%-14.4pp | -0.04%-25.5pp | 1.58%-27.1pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $93 | $502-81.5% | $14,673-99.4% | $593-84.4% |