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 |
|---|---|---|
Service code 51 · EIN 52-1200960 | Investment Mgmt Fees | $102,752 |
CARY KANE LLP3+ years Service code 29 · EIN 20-1942442 | Legal | $49,125 |
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 | Legal | $47,213 |
Service code 16 · EIN 36-4291971 | Consulting | $32,029 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $30,000 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $25,294 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $14,514 |
HEALTH PLAN SYSTEMS, INC.4+ years Service code 16 · EIN 01-0589640 | Consulting | $8,608 |
THE SEGAL COMPANY4+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 | Insurance Commissions | $5,315 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,889 | $57,606-81.1% | $67,313-83.8% | $75,289-85.5% |
| Participation rate | 96.4% | 68.2%+28.2pp | 69.1%+27.3pp | 72.4%+24.0pp |
| Annual return | -3.90% | -0.47%-3.4pp | -4.08%+0.2pp | -0.04%-3.9pp |
| Employer contribution / active EE | $362 | $2,206-83.6% | $2,566-85.9% | $2,405-85.0% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $3,568-100.0% | $3,739-100.0% |
| Admin fee / account holder | $82 | $83-0.6% | $4,507-98.2% | $102-19.6% |