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: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $173,180 |
Filed as: MARSHALL AND MOSS Service code 14 · EIN 81-2845805 | Plan Administrator | $101,725 |
MARRINAN & MAZZOLA MARDON P.C.4+ years Filed as: MARRINAN AND MAZZOLA MARDON Service code 29 · EIN 13-3330633 | Legal | $40,492 |
REYNOLDS CONSULTING SERVICES4+ years Filed as: REYNOLDS SECURITY Service code 27 · EIN 20-1899564 | Advisory (Plan) | $40,419 |
THE LAMBOS FIRM, LLP4+ years Filed as: THE LAMBOS FIRM Service code 29 · EIN 13-3864093 | Legal | $40,281 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $14,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,990 | $63,321-87.4% | $68,791-88.4% | $77,904-89.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 69.0%+31.0pp | 73.7%+26.3pp |
| Annual return | -18.63% | -6.50%-12.1pp | -6.38%-12.2pp | 12.21%-30.8pp |
| Employer contribution / active EE | $3,666 | $2,794+31.2% | $2,655+38.1% | $2,848+28.7% |
| Participant deferral / active EE | $323 | $4,029-92.0% | $3,941-91.8% | $4,806-93.3% |
| Admin fee / account holder | $107 | $104+2.2% | $4,932-97.8% | $133-19.6% |