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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: SSGA Service code 18 · EIN 04-1867445 | Custodial (securities); Other fees; S... | $43,498 |
C. RASO II1+ years Filed as: C. RASO JR. Service code 14 · EIN 04-6375393 | Plan Administrator | $39,336 |
G. SARNO1+ years Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $38,111 |
R. GAITA1+ years Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $37,533 |
FEINBERG, DUMONT & BRENNAN1+ years Filed as: FEINBERG CAMPBELL & ZACK Service code 29 · EIN 04-2738936 | Legal | $33,818 |
K. HARVEY1+ years Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $27,861 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $27,050 |
MANZI & ASSOCIATES, LLC1+ years Filed as: MANZI & ASSOCIATES Service code 10 · EIN 04-3508036 | Accounting | $26,387 |
A. VALLETTA1+ years Service code 30 · EIN 04-6128036 | Employee (plan); Direct payment from ... | $22,679 |
SMITH & HOWARD, PC1+ years Filed as: J. SMITH Service code 30 · EIN 04-6375393 | Employee (plan); Direct payment from ... | $22,431 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,220 | $80,354-40.0% | $133,980-64.0% | $63,975-24.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | -1.41% | 13.11%-14.5pp | 29.30%-30.7pp | 48.65%-50.1pp |
| Employer contribution / active EE | $6,867 | $3,503+96.0% | $5,211+31.8% | $2,182+214.8% |
| Participant deferral / active EE | $60 | $5,239-98.9% | $6,282-99.0% | $3,356-98.2% |
| Admin fee / account holder | $219 | $69+216.1% | $9,324-97.7% | $70+211.0% |