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 |
|---|---|---|
Filed as: MARSHALL & MOSS ADMIN SERVICES, INC Service code 13 · EIN 81-2845805 1400 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Contract Administrator | $35,698 |
VIRGINIA & AMBINDER, LLP4 years Filed as: VIRGINIA & AMBINDER LLP Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NY 10004 | Legal | $35,316 |
WAGNER & ZWERMAN LLP5+ years Service code 10 · EIN 11-2836481 201 OLD COUTNRY ROAD · MELVILLE, NY 11747 | Accounting | $21,928 |
FOUNDRY PARTNERS5+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 323 WASHINGTON AVENUE NORTH · MINNEAPOLIS, MN 55401 | Investment Management | $19,906 |
REYNOLDS CONSULTING SERVICES4 years Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $8,200 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $5,513 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $45,820 | $98,982-53.7% | $162,163-71.7% | $65,185-29.7% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 16.11% | 24.84%-8.7pp | 115.59%-99.5pp | 29.38%-13.3pp |
| Employer contribution / active EE | $13,697 | $3,467+295.1% | $5,614+144.0% | $2,177+529.3% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $380 | $596-36.3% | $10,843-96.5% | $847-55.1% |