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 COMPANY3 years Filed as: SEGAL MARCO ADVISORS. INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
KMR LLP4+ years Service code 10 · EIN 27-3959222 | Accounting | $16,750 |
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 | Legal | $16,668 |
SPIVAK LIPTON LLP4+ years Service code 29 · EIN 13-2841050 | Legal | $16,164 |
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 | $168,256 | $88,515+90.1% | $162,163+3.8% | $67,579+149.0% |
| Participation rate | 99.7% | 86.8%+12.9pp | 87.6%+12.1pp | 71.3%+28.4pp |
| Annual return | 3.08% | 27.04%-24.0pp | 115.59%-112.5pp | 378.56%-375.5pp |
| Employer contribution / active EE | $7,412 | $3,563+108.0% | $5,614+32.0% | $2,148+245.1% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $242 | $124+95.3% | $10,843-97.8% | $142+69.7% |