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 |
|---|---|---|
DICKINSON WRIGHT PLLC1+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1241472 | Actuarial | $345,038 |
FRIEDMAN & ANSPACH1+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $93,745 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & CO.,LLP Service code 10 · EIN 13-1578842 | Accounting | $60,992 |
ROTHSCHILD ASSET MANAGEMENT1+ years Service code 27 · EIN 13-2544634 | Advisory (Plan) | $42,304 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $39,561 |
Service code 19 · EIN 04-2895544 | Securities Custodian | $24,026 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $14,674 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $13,585 |
Filed as: NY LIFE INVESTMENT MANAGEMENT Service code 28 · EIN 13-5582869 | Investment Management | $10,782 |
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.
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 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 4.86% | 6.68%-1.8pp | 4.72%+0.1pp | 9.19%-4.3pp |
| Employer contribution / active EE | $1,455 | $25,873-94.4% | $30,821-95.3% | $12,608-88.5% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |