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 |
|---|---|---|
MARCIA AZEEZ5+ years Service code 30 · EIN 13-2569697 | Employee (plan); Direct payment from ... | $109,774 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $90,457 |
PITTA LLP3 years Filed as: PITTA, LLP Service code 29 · EIN 26-3852082 | Legal | $88,880 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 61-1436956 | Accounting | $85,624 |
GERALD WESBECKER5+ years Filed as: GERALD SAMMARTINO Service code 30 · EIN 13-2569697 | Employee (plan); Direct payment from ... | $48,078 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-2614959 | Securities Custodian | $37,500 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,000 |
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: RBC GLOBAL ASSET MANAGEMENT INC. Service code 28 · EIN 04-3405915 | Investment Management | $26,895 |
KANE KESSLER PC1 year Filed as: KANE KESSLER, P.C. Service code 29 · EIN 13-2672411 | Legal | $18,482 |
Filed as: JP MORGAN CHASE BANK Service code 15 · EIN 13-3408600 | Recordkeeping | $12,615 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $78,313-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 13.0%-13.0pp | 0.6%-0.6pp |
| Annual return | 8.43% | 11.45%-3.0pp | 6.61%+1.8pp | 11.45%-3.0pp |
| Employer contribution / active EE | $4,523 | $17,219-73.7% | $24,284-81.4% | $17,219-73.7% |
| Participant deferral / active EE | $0 | $357-100.0% | $408-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,478-100.0% | $15,480-100.0% |