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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $136,070 |
ANDCO CONSULTING6 years Filed as: ANDCO CONSULTING LLC Service code 16 · EIN 59-3676225 | Consulting | $56,560 |
BLACK & PINCKARD LLC3 years Service code 10 · EIN 26-0079381 | Accounting | $10,504 |
NATIONAL FINANCIAL SERVICES3 years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $61,567 | $59,339+3.8% | $149,673-58.9% | $103,482-40.5% |
| Participation rate | 72.0% | 70.2%+1.8pp | 78.8%-6.8pp | 73.3%-1.3pp |
| Annual return | 15.80% | 77.78%-62.0pp | 134.42%-118.6pp | 33.11%-17.3pp |
| Employer contribution / active EE | $1,986 | $2,178-8.8% | $4,818-58.8% | $3,208-38.1% |
| Participant deferral / active EE | $3,106 | $3,716-16.4% | $5,680-45.3% | $5,207-40.3% |
| Admin fee / account holder | $38 | $103-63.3% | $13,210-99.7% | $114-66.9% |