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 |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACEY BRAUN Service code 27 · EIN 13-2889432 | Advisory (Plan) | $99,965 |
STEPTOE & JOHNSON LLP1 year Filed as: STEPTOE LLP Service code 29 1114 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Legal | $61,413 |
NOVAK FRANCELLA LLC9 years Service code 10 · EIN 61-1436956 450 SEVENTH AVENUE · NEW YORK, NY 10123 | Accounting | $44,000 |
Filed as: MESIROW Service code 27 · EIN 36-3194849 | Advisory (Plan) | $34,545 |
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 | Actuarial | $27,835 |
NEPC, LLC8 years Filed as: NEPC LLC Service code 19 255 STATE STREET · BOSTON, MA 02109 | Securities Custodian | $24,605 |
AMALGAMATED1 year Filed as: AMALGAMATED BANJ Service code 27 · EIN 13-4920330 | Advisory (Plan) | $11,684 |
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.
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 | $33,520-100.0% | $342,274-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 2.1%-2.1pp |
| Annual return | 22.39% | 8.01%+14.4pp | 8.34%+14.1pp | 7.65%+14.7pp |
| Employer contribution / active EE | $12,336 | $20,177-38.9% | $30,799-59.9% | $20,599-40.1% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $252-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $47,069-100.0% | $193-100.0% |