See peer percentile detail. $4.99 for your first month.
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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 COMPANY9+ years Filed as: SEGAL ROGER CASEY Service code 27 · EIN 13-2646110 116 HUNTINGTON AVENUE · BOSTON, MA 021165744 | Advisory (Plan) | $105,129 |
LAZARD ASSET MANAGEMENT7 years Filed as: LAZARD LTD Service code 21 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Bank Trustee | $27,951 |
WARD FISHER & COMPANY9+ years Filed as: WARD FISHER & COMPANY, LLP Service code 10 · EIN 05-0234540 250C CENTERVILLE RD · WARWICK, RI 02886 | Accounting | $25,400 |
KIERNAN PLUNKETT & REDIHAN8+ years Filed as: KIERNAN PLUNKETT & REDIHAN LLC Service code 29 · EIN 06-1487112 91 FRIENDSHIP ST · PROVIDENCE, RI 02903 | Legal | $14,500 |
THE SEGAL COMPANY9+ years Filed as: SEGAL ADVISORS INC. Service code 16 · EIN 13-1835864 116 HUNTINGTON AVENUE · BOSTON, MA 021165744 | Consulting | $7,500 |
STATE STREET GLOBAL ADVISORS9+ years Service code 21 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Bank Trustee | $5,271 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF AMERICA Service code 18 · EIN 94-1687665 MAIL CODE NJ6-503-03-16 · GLEN ROCK, NJ 07452 | Custodial (other than securities) | $3,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $92,971-100.0% | $96,683-100.0% | $74,419-100.0% |
| Participation rate | 0.0% | 71.5%-71.5pp | 74.3%-74.3pp | 70.7%-70.7pp |
| Annual return | 12.95% | 37.49%-24.5pp | 35.69%-22.7pp | 34.38%-21.4pp |
| Employer contribution / active EE | $9,767 | $3,426+185.1% | $3,737+161.4% | $2,637+270.3% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,730-100.0% | $348-100.0% |