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: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $69,355 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & CO., LLP Service code 10 · EIN 13-1578842 | Accounting | $32,125 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $11,000 |
Service code 29 · EIN 27-3629002 | Legal | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,083-100.0% | $80,019-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.8%-75.8pp | 69.9%-69.9pp |
| Annual return | 1.07% | 34.61%-33.5pp | 11.22%-10.2pp | -9.96%+11.0pp |
| Employer contribution / active EE | $6,547 | $1,932+238.9% | $2,468+165.3% | $2,111+210.1% |
| Participant deferral / active EE | $0 | $3,135-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |