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 |
|---|---|---|
BROMPTON SERVICES3+ years Service code 28 · EIN 27-2237989 | Investment Management | $72,265 |
JANNEY MONTGOMERY SCOTT LLC3+ years Filed as: JANNEY MONTGOMERY SCOTT Service code 28 ONE WHITEHALL STREET 3RD FLOOR · NEW YORK, NY 100043602 | Investment Management | $31,846 |
BLOOMBERG FINANCE LP3+ years Filed as: BLOOMBERG FINANCE Service code 27 · EIN 06-1818168 | Advisory (Plan) | $27,796 |
ROSENFELD/TORTU RETIREMENT PLANNING3+ years Service code 11 · EIN 13-3750275 200 WHITE PLAINS ROAD · TARRYTOWN, NY 10591 | Actuarial | $22,940 |
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.
Participant contribution per participant 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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | 3.24% | -1.53%+4.8pp | -2.18%+5.4pp | -0.69%+3.9pp |
| Employer contribution / active EE | $5,665 | $14,498-60.9% | $38,751-85.4% | $16,786-66.3% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |