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 |
|---|---|---|
M.S. ADMINISTRATORS7+ years Service code 13 · EIN 13-4001125 | Contract Administrator | $938,206 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE ASSET MGMNT Service code 28 · EIN 13-4994650 | Investment Management | $187,930 |
INVESCO7+ years Service code 28 · EIN 46-3793325 | Investment Management | $156,695 |
SPEAR WILDERMAN2 years Filed as: SPEAR WILDERMAN, P.C. Service code 29 · EIN 23-2749511 | Legal | $98,651 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $98,184 |
AMERICAN REALTY ADVISORS7+ years Filed as: MACKAY SHIELDS, LLC Service code 28 · EIN 13-5582869 | Investment Management | $96,821 |
QUAN-VEST CONSULTANTS, INC.7+ years Filed as: QUANVEST CONSULTANTS, INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $62,496 |
THE SEGAL COMPANY7+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $52,345 |
MSPC7+ years Service code 49 · EIN 22-2951202 | Other Services | $20,266 |
AMALGAMATED BANK7+ years Service code 28 · EIN 13-4920330 | Investment Management | $19,141 |
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 | $3,070 | $89,394-96.6% | $82,719-96.3% | $89,394-96.6% |
| Participation rate | 100.0% | 71.3%+28.7pp | 72.6%+27.4pp | 71.3%+28.7pp |
| Annual return | -9.47% | -11.89%+2.4pp | 701.18%-710.6pp | -11.89%+2.4pp |
| Employer contribution / active EE | $824 | $3,022-72.7% | $3,009-72.6% | $3,022-72.7% |
| Participant deferral / active EE | $0 | $5,123-100.0% | $4,395-100.0% | $5,123-100.0% |
| Admin fee / account holder | $40 | $79-49.5% | $5,329-99.2% | $79-49.5% |