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 COMPANY1 year Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 116 HUNTINGTON AVENUE · BOSTON, MA 021165744 | Advisory (Plan) | $127,680 |
WARD FISHER & COMPANY11+ years Filed as: WARD FISHER & COMPANY, LLP Service code 10 · EIN 05-0234540 250C CENTERVILLE RD · WARWICK, RI 02886 | Accounting | $29,600 |
THE SEGAL COMPANY11+ years Filed as: SEGAL ADVISORS INC. Service code 16 · EIN 13-1835864 116 HUNTINGTON AVENUE · BOSTON, MA 021165744 | Consulting | $21,123 |
KIERNAN PLUNKETT & REDIHAN10+ years Filed as: KIERNAN PLUNKETT & REDIHAN LLC Service code 29 · EIN 06-1487112 91 FRIENDSHIP ST · PROVIDENCE, RI 02903 | Legal | $14,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $103,641-100.0% | $107,525-100.0% | $102,872-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.1%-75.1pp | 73.0%-73.0pp |
| Annual return | 12.06% | 13.08%-1.0pp | 181.32%-169.3pp | 19.06%-7.0pp |
| Employer contribution / active EE | $9,505 | $5,096+86.5% | $3,754+153.2% | $3,526+169.5% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $276-100.0% | $8,919-100.0% | $292-100.0% |