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 |
|---|---|---|
FEDERATION PENSION BUREAU2+ years Service code 11 · EIN 13-1787163 2870 HEMPSTEAD TKP SUITE 102 · LEVITTOWN, NY 11756 | Actuarial | $13,200 |
AMALGAMATED BANK2+ years Service code 28 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Investment Management | $11,735 |
ROCCO J. RICCIARDI, CPA2+ years Service code 10 · EIN 13-2906754 100 QUENTIN ROOSEVELT BLVD. · GARDEN CITY, NY 11530 | Accounting | $6,000 |
ARMAO LLP2+ years Service code 10 · EIN 46-2754053 100 QUENTIN ROOSEVELT BLVD. · GARDEN CITY, NY 11530 | Accounting | $5,800 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $176,816-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 39.2%-39.2pp | 3.6%-3.6pp |
| Annual return | 2.97% | 11.88%-8.9pp | 2.89%+0.1pp | 11.88%-8.9pp |
| Employer contribution / active EE | $895 | $14,612-93.9% | $39,831-97.8% | $14,612-93.9% |
| Participant deferral / active EE | $0 | $518-100.0% | $99-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $478-100.0% | $637-100.0% |