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 |
|---|---|---|
SAVASTA AND COMPANY, INC.8+ years Filed as: SAVASTA AND COMPANY Service code 13 · EIN 13-3879959 655 THIRD AVENUE - 12TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $42,000 |
USI CONSULTING GROUP2 years Filed as: FINDLEY USI Service code 15 · EIN 03-1053228 ONE SEAGATE, SUITE 2050 · TOLEDO, OH 436041558 | Recordkeeping | $27,068 |
SAMUEL GOLDSTEIN & CO PC8+ years Service code 10 · EIN 11-2478817 150 GREAT NECK ROAD - SUITE 202 · GREAT NECK, NY 11021 | Accounting | $17,630 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 ONE PENNSYLVANIA PLAZA - SUITE 3200 · NEW YORK, NY 10119 | Accounting | $17,302 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 MACK CENTER IV S 61 PARAMUS RD · PARAMUS, NJ 07652 | Advisory (Plan) | $15,040 |
MANNING & RUSSO LLC1 year Filed as: MANING & RUSSO, LLC Service code 29 · EIN 06-1478265 65 PONDFIELD RD · BRONXVILLE, NY 10708 | Legal | $5,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,417 | $102,553-94.7% | $151,611-96.4% | $66,914-91.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -15.59% | -10.82%-4.8pp | 3.33%-18.9pp | 1.58%-17.2pp |
| Employer contribution / active EE | $597 | $4,180-85.7% | $6,166-90.3% | $2,544-76.5% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $203 | $630-67.8% | $11,616-98.3% | $593-65.8% |