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 |
|---|---|---|
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 20 · EIN 36-3555078 | Trustee (individual) | $115,154 |
ZENITH AMERICAN SOLUTIONS4 years Service code 14 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Plan Administrator | $85,758 |
THE SEGAL COMPANY5 years Filed as: SEGAL CONSULTING Service code 50 · EIN 13-1928058 | Direct Payment | $81,056 |
THE SEGAL COMPANY6+ years Filed as: SEGAL ROITMAN LLP Service code 29 111 DEVONSHIRE STREET · BOSTON, MA 02109 | Legal | $64,489 |
Filed as: LAPIER, DILLON & ASSOCIATES, P.C. Service code 10 · EIN 32-0048525 | Accounting | $21,110 |
COMERICA BANK5 years Service code 20 101 N MAIN STREET · ANN ARBOR, MI 48104 | Trustee (individual) | $17,156 |
UPSTATE ADVISORS GROUP2 years Service code 20 453 SOUTH MAIN STREET · NORTH SYRACUSE, NY 12312 | Trustee (individual) | $7,500 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 8.78% | 6.41%+2.4pp | 8.01%+0.8pp | 11.45%-2.7pp |
| Employer contribution / active EE | $10,880 | $11,592-6.1% | $29,475-63.1% | $17,219-36.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |