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 |
|---|---|---|
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $52,003 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $42,833 |
SPIVAK LIPTON LLP8+ years Service code 29 · EIN 13-3494495 | Legal | $34,720 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $33,000 |
SAX LLP1 year Service code 10 · EIN 81-2950760 | Accounting | $27,163 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 | Insurance Commissions | $5,084 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SVCS INC Service code 22 · EIN 46-0619194 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $146,022 | $53,345+173.7% | $121,098+20.6% | $74,419+96.2% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.5%+30.5pp | 70.7%+29.3pp |
| Annual return | 8.45% | 35.15%-26.7pp | 985.75%-977.3pp | 34.38%-25.9pp |
| Employer contribution / active EE | $6,491 | $1,898+241.9% | $4,164+55.9% | $2,637+146.1% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,080-100.0% | $4,528-100.0% |
| Admin fee / account holder | $482 | $382+26.3% | $5,644-91.5% | $348+38.7% |