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 |
|---|---|---|
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $143,850 |
Service code 51 · EIN 52-1200960 | Investment Mgmt Fees | $71,489 |
COHEN & STEERS6 years Filed as: COHEN WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $49,091 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Service code 16 · EIN 36-4291971 | Consulting | $39,676 |
AMALGAMATED BANK4 years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $31,207 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 | Accounting | $30,000 |
Service code 16 · EIN 47-4496373 | Consulting | $26,083 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $11,832 | $96,188-87.7% | $75,972-84.4% | $99,062-88.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 69.1%+30.9pp | 71.6%+28.4pp |
| Annual return | 8.36% | 16.48%-8.1pp | 359.55%-351.2pp | 17.66%-9.3pp |
| Employer contribution / active EE | $362 | $3,167-88.6% | $2,685-86.5% | $3,262-88.9% |
| Participant deferral / active EE | $0 | $4,842-100.0% | $4,255-100.0% | $5,331-100.0% |
| Admin fee / account holder | $118 | $87+35.6% | $6,467-98.2% | $109+8.6% |