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 INSURANCE AN Service code 15 · EIN 06-1050034 | Recordkeeping | $111,282 |
THE SEGAL COMPANY3 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $44,326 |
CALIBRE CPA GROUP PLLC6+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $23,775 |
THE SEGAL COMPANY6+ years Service code 27 · EIN 13-2646110 | Advisory (Plan) | $15,000 |
BREDHOFF & KAISER6+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 | Legal | $12,453 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,439 | $52,670+92.6% | $90,404+12.2% | $73,409+38.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 18.83% | 20.70%-1.9pp | 1293.02%-1274.2pp | 59.29%-40.5pp |
| Employer contribution / active EE | $773 | $1,872-58.7% | $3,262-76.3% | $2,234-65.4% |
| Participant deferral / active EE | $5,162 | $2,807+83.9% | $3,963+30.3% | $3,805+35.7% |
| Admin fee / account holder | $156 | $117+33.3% | $5,611-97.2% | $158-1.4% |