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 Service code 27 · EIN 13-2646110 | Advisory (Plan) | $44,833 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $41,285 |
SPIVAK LIPTON LLP9+ years Service code 29 · EIN 13-3494495 | Legal | $25,162 |
PROSKAUER ROSE LLP9+ years Service code 29 · EIN 13-1840454 | Legal | $19,157 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 | Insurance Commissions | $5,066 |
THE SEGAL COMPANY2 years 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,077 | $58,778+180.8% | $129,207+27.8% | $77,643+112.6% |
| Participation rate | 100.0% | 59.2%+40.8pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 16.84% | 24.73%-7.9pp | 9417.33%-9400.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $6,517 | $1,952+233.9% | $4,153+56.9% | $2,726+139.1% |
| Participant deferral / active EE | $0 | $3,212-100.0% | $4,168-100.0% | $4,647-100.0% |
| Admin fee / account holder | $401 | $589-32.0% | $7,715-94.8% | $430-6.9% |