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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 13-3329882 | Contract Administrator | $113,352 |
Service code 28 · EIN 34-1922005 | Investment Management | $57,755 |
FOUNDRY PARTNERS4 years Filed as: FOUNDRY PARTNERS LLC Service code 28 1660 W. SECOND STREET, SUITE 910 · CLEVELAND, OH 44113 | Investment Management | $56,083 |
THE SEGAL COMPANY7+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $54,497 |
MSPC7+ years Service code 10 · EIN 22-2951202 | Accounting | $54,113 |
Filed as: PRUDENTIAL Service code 28 · EIN 51-6019119 | Investment Management | $45,065 |
ULLICO1 year Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $43,158 |
OLD GLORY ASSET MANAGEMENT2 years Filed as: OLD GLORY Service code 28 · EIN 90-0065134 | Investment Management | $28,620 |
QUAN-VEST CONSULTANTS, INC.7+ years Filed as: QUAN-VEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $27,504 |
WILLIAM ROTHBERG, ESQ.7+ years Service code 29 · EIN 11-2715017 | Legal | $10,608 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $151,098-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 16.3%-16.3pp | 3.7%-3.7pp |
| Annual return | 13.11% | 15.63%-2.5pp | 11.31%+1.8pp | 15.63%-2.5pp |
| Employer contribution / active EE | $5,852 | $11,476-49.0% | $35,729-83.6% | $11,476-49.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $237-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $20,124-100.0% | $429-100.0% |