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: EMERSON INVESTMENT MANAGEMENT Service code 28 · EIN 04-2856496 | Investment Management | $51,701 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD Service code 28 · EIN 30-0027188 | Investment Management | $51,022 |
POVOL & COMPANY, CPA, PC2+ years Service code 10 · EIN 81-0777739 | Accounting | $50,000 |
SAVASTA AND COMPANY, INC.2+ years Filed as: SAVASTA & COMPANY, INC. Service code 11 · EIN 13-3879959 | Actuarial | $24,000 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $21,681 |
HARDING LOEVNER LP2+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $19,416 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 3.35% | 0.80%+2.6pp | 5.44%-2.1pp | 4.16%-0.8pp |
| Employer contribution / active EE | $1,849 | $37,563-95.1% | $25,481-92.7% | $42,916-95.7% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |