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 COMPANY2 years Filed as: SEGAL MARCO ADVISORS. INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
KMR LLP3+ years Service code 10 · EIN 27-3959222 | Accounting | $22,235 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $16,514 |
SPIVAK LIPTON LLP3+ years Service code 29 · EIN 13-2841050 | Legal | $14,390 |
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 | $162,277 | $80,005+102.8% | $140,016+15.9% | $55,725+191.2% |
| Participation rate | 88.2% | 87.0%+1.2pp | 87.5%+0.7pp | 70.9%+17.3pp |
| Annual return | 9.69% | 0.46%+9.2pp | 651.12%-641.4pp | 244.93%-235.2pp |
| Employer contribution / active EE | $6,159 | $3,403+81.0% | $5,606+9.9% | $2,078+196.4% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $255 | $116+120.2% | $10,705-97.6% | $115+121.2% |