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 |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $20,318 |
GOULD, KOBRICK & SCHLAPP, P.C.10+ years Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 | Accounting | $18,000 |
GCIU LOCAL 119B UNION4 years Service code 49 · EIN 13-5274605 | Other Services | $7,438 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $4,500 |
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 | $49,516 | $78,485-36.9% | $106,213-53.4% | $74,495-33.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 1.45% | 15.95%-14.5pp | 116.14%-114.7pp | 1364.94%-1363.5pp |
| Employer contribution / active EE | $4,245 | $2,523+68.3% | $3,171+33.8% | $2,623+61.8% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $412 | $2,232-81.5% | $11,033-96.3% | $1,942-78.8% |