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 |
|---|---|---|
OLD GLORY ASSET MANAGEMENT4+ years Filed as: OLD GLORY ASSET MANAGEMENT LLC Service code 28 · EIN 90-0065134 | Investment Management | $175,453 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 28 · EIN 06-1050034 | Investment Management | $122,218 |
Service code 28 · EIN 34-1922005 | Investment Management | $88,685 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 | Contract Administrator | $86,058 |
MSPC4+ years Service code 10 · EIN 22-2951202 | Accounting | $59,948 |
ATALANTA SOSNOFF4+ years Service code 28 · EIN 20-0461050 | Investment Management | $59,541 |
QUAN-VEST CONSULTANTS, INC.4+ years Filed as: QUANVEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $50,688 |
FOUNDRY PARTNERS1 year Filed as: FOUNDRY PARTNERS LLC Service code 28 1660 W. SECOND STREET, SUITE 910 · CLEVELAND, OH 44113 | Investment Management | $46,929 |
AMALGAMATED BANK4+ years Service code 28 · EIN 13-4920330 | Investment Management | $33,311 |
WILLIAM ROTHBERG, ESQ.4+ years Filed as: WILLIAM ROTHBERG, P.C. Service code 29 · EIN 11-2715017 | Legal | $26,742 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,564 | $37,884+12.4% | $79,464-46.4% | $75,289-43.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 72.4%+27.6pp |
| Annual return | 0.20% | 1.06%-0.9pp | 718.14%-717.9pp | -0.04%+0.2pp |
| Employer contribution / active EE | $8,145 | $1,680+384.8% | $2,800+190.8% | $2,405+238.7% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,704-100.0% | $3,739-100.0% |
| Admin fee / account holder | $309 | $77+304.2% | $5,113-93.9% | $102+202.6% |