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 | $72,561 |
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $61,130 |
COHEN & STEERS4 years Filed as: COHEN WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $47,211 |
Service code 16 · EIN 36-4291971 | Consulting | $36,153 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $30,000 |
AMALGAMATED BANK2 years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $29,068 |
HEALTH PLAN SYSTEMS, INC.8+ years Service code 16 · EIN 01-0589640 | Consulting | $19,292 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $8,250 |
THE SEGAL COMPANY8+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 | Insurance Commissions | $4,730 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,929 | $84,572-88.3% | $68,791-85.6% | $78,044-87.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 69.0%+31.0pp | 74.4%+25.6pp |
| Annual return | -14.88% | -13.88%-1.0pp | -6.38%-8.5pp | 10.87%-25.8pp |
| Employer contribution / active EE | $355 | $3,358-89.4% | $2,655-86.6% | $3,125-88.6% |
| Participant deferral / active EE | $0 | $4,666-100.0% | $3,941-100.0% | $5,084-100.0% |
| Admin fee / account holder | $66 | $90-26.3% | $4,932-98.7% | $79-16.2% |