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 SOLUTIONS7 years Service code 13 · EIN 13-3329882 | Contract Administrator | $113,352 |
Service code 28 · EIN 34-1922005 | Investment Management | $97,038 |
THE SEGAL COMPANY9+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $62,755 |
MSPC1 year Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07016 | Accounting | $53,784 |
Filed as: PRUDENTIAL Service code 28 · EIN 51-6019119 | Investment Management | $51,389 |
FOUNDRY PARTNERS6 years Filed as: FOUNDRY PARTNERS LLC Service code 28 1660 W. SECOND STREET, SUITE 910 · CLEVELAND, OH 44113 | Investment Management | $42,015 |
ULLICO3 years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $37,410 |
QUAN-VEST CONSULTANTS, INC.9+ years Filed as: QUAN-VEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $32,508 |
OLD GLORY ASSET MANAGEMENT4 years Filed as: OLD GLORY Service code 28 · EIN 90-0065134 | Investment Management | $25,813 |
Service code 28 · EIN 20-1575788 | Investment Management | $16,400 |
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 | $13,363-100.0% | $163,428-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.1%-16.1pp | 2.2%-2.2pp |
| Annual return | 11.55% | 9.11%+2.4pp | 9.36%+2.2pp | 9.11%+2.4pp |
| Employer contribution / active EE | $5,681 | $12,231-53.6% | $31,270-81.8% | $12,231-53.6% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $263-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $9,460-100.0% | $125-100.0% |