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 |
|---|---|---|
SCHULMAN LOBEL2+ years Service code 10 · EIN 22-3840651 1001 AVENUE OF THE AMERICAS · NEW YORK, NY 10018 | Accounting | $15,000 |
BPAS2+ years Filed as: BPAS ACTUARIAL & PENSION, L.L.C. Service code 11 · EIN 30-0192194 706 N. CLINTON STREET · SYRACUSE, NY 13204 | Actuarial | $14,900 |
PRYOR CASHMAN LLP2+ years Filed as: PRYOR CASHMAN Service code 29 · EIN 13-1859294 7 TIMES SQUARE · NEW YORK, NY 10036 | Legal | $12,438 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 3.95% | 4.23%-0.3pp | 3.97%0pp | 4.56%-0.6pp |
| Employer contribution / active EE | $3,553 | $16,147-78.0% | $28,168-87.4% | $15,526-77.1% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |