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 Service code 28 · EIN 06-1050034 | Investment Management | $118,169 |
CARDAY ASSOCIATES2 years Filed as: CARDAY ASSOCIATES INC (BENESYS) Service code 13 · EIN 53-0257019 | Contract Administrator | $27,309 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $16,500 |
DAHAB ASSOCIATES7+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $12,741 |
Filed as: MOONEY, GREEN, BAKER, & SAINDON,MUR Service code 29 · EIN 52-1958229 | Legal | $10,625 |
STATE STREET GLOBAL ADVISORS7+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $7,613 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,615 | $76,774-86.2% | $112,228-90.5% | $77,904-86.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -9.53% | -10.25%+0.7pp | 27.45%-37.0pp | 12.21%-21.7pp |
| Employer contribution / active EE | $1,565 | $3,977-60.6% | $3,635-56.9% | $2,848-45.0% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $100 | $239-58.3% | $6,410-98.4% | $133-24.9% |