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 |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS. INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $17,748 |
KMR LLP2+ years Service code 10 · EIN 27-3959222 | Accounting | $16,250 |
SPIVAK LIPTON LLP2+ years Service code 29 · EIN 13-2841050 | Legal | $11,792 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,064 | $81,537+93.9% | $149,718+5.6% | $69,631+127.0% |
| Participation rate | 89.2% | 86.1%+3.1pp | 87.1%+2.2pp | 70.7%+18.5pp |
| Annual return | 10.35% | 22.79%-12.4pp | 1501.63%-1491.3pp | 27571.02%-27560.7pp |
| Employer contribution / active EE | $6,231 | $3,239+92.4% | $5,445+14.4% | $2,032+206.6% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $248 | $107+132.4% | $11,283-97.8% | $110+124.8% |