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 |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: RBC GLOBAL ASSET MANAGEMENT INC. Service code 28 · EIN 04-3405915 | Investment Management | $112,690 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $107,508 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $103,455 |
PITTA LLP2 years Filed as: PITTA, LLP Service code 29 · EIN 26-3852082 | Legal | $74,627 |
MARCIA AZEEZ4+ years Service code 30 · EIN 13-2569697 | Employee (plan); Direct payment from ... | $53,314 |
GERALD WESBECKER4+ years Filed as: GERALD SAMMARTINO Service code 30 · EIN 13-2569697 | Employee (plan); Direct payment from ... | $52,733 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-2614959 | Securities Custodian | $50,000 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,000 |
ROBERT SALTZSTEIN2 years Service code 29 · EIN 12-0262815 | Legal | $22,000 |
ADP BROKER-DEALER4+ years Filed as: ADP INC Service code 15 · EIN 22-1467904 | Recordkeeping | $7,937 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 4.62% | 33.70%-29.1pp | 14.64%-10.0pp | 53.27%-48.6pp |
| Employer contribution / active EE | $4,134 | $14,473-71.4% | $41,831-90.1% | $14,774-72.0% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |