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 RET INS & ANNUITY CO Service code 10 · EIN 06-1050034 | Accounting | $220,486 |
1974 PENSION TRUST8+ years Service code 10 · EIN 52-6150908 | Accounting | $108,989 |
MMA SECURITIES LLC4 years Filed as: MARSH USA Service code 22 · EIN 36-1436000 | Insurance Broker | $40,817 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $34,810 |
VERIZON COMMUNICATIONS INC.2 years Filed as: VERIZON Service code 49 · EIN 47-0751768 | Other Services | $13,485 |
MICROSOFT CORPORATION1 year Service code 49 · EIN 91-1144442 | Other Services | $6,649 |
NORTHERN TRUST COMPANY7 years Service code 19 · EIN 36-1561860 | Securities Custodian | $6,141 |
KELLY PRESS INC8+ years Service code 49 · EIN 52-0975591 | Other Services | $5,459 |
INSIGHT DIRECT USA, INC1 year Filed as: INSIGHT DIRECT USA Service code 49 · EIN 36-3948996 | Other Services | $5,209 |
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,900 | $108,592-65.1% | $129,110-70.6% | $77,904-51.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 77.3%+22.7pp | 73.7%+26.3pp |
| Annual return | -13.46% | -13.72%+0.3pp | -10.94%-2.5pp | 12.21%-25.7pp |
| Employer contribution / active EE | $7,691 | $5,713+34.6% | $5,052+52.2% | $2,848+170.1% |
| Participant deferral / active EE | $2,317 | $7,051-67.1% | $6,542-64.6% | $4,806-51.8% |
| Admin fee / account holder | $89 | $91-3.1% | $14,302-99.4% | $133-33.2% |