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 LLP11+ years Service code 29 · EIN 13-1840454 | Legal | $136,730 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 | Accounting | $59,105 |
COHEN & STEERS7 years Filed as: COHEN WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $58,724 |
GALLAGHER FIDUCIARY ADVISORS, LLC11+ years Service code 16 · EIN 36-4291971 | Consulting | $40,784 |
Service code 16 · EIN 47-4496373 | Consulting | $34,708 |
AMALGAMATED BANK5 years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $32,031 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 13-1835864 | Actuarial | $9,000 |
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 | $12,735 | $117,739-89.2% | $82,389-84.5% | $117,739-89.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 69.5%+30.5pp | 76.6%+23.4pp |
| Annual return | 11.03% | 17.29%-6.3pp | 28.67%-17.6pp | 17.29%-6.3pp |
| Employer contribution / active EE | $358 | $3,746-90.5% | $2,517-85.8% | $3,746-90.5% |
| Participant deferral / active EE | $0 | $6,128-100.0% | $4,155-100.0% | $6,128-100.0% |
| Admin fee / account holder | $82 | $112-27.0% | $7,231-98.9% | $112-27.0% |