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 |
|---|---|---|
SAVASTA AND COMPANY, INC.2+ years Filed as: SAVASTA AND COMPANY INC Service code 10 · EIN 13-3879959 60 BROAD STREET - 37TH FLOOR · NEW YORK, NY 10004 | Accounting | $67,175 |
SAMUEL GOLDSTEIN & CO PC2+ years Service code 10 · EIN 11-2478817 150 GREAT NECK ROAD - SUITE 202 · GREAT NECK, NY 11021 | Accounting | $17,555 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN ASSOCIATES Service code 51 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 100133934 | Investment Mgmt Fees | $17,124 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & COMPANY Service code 10 · EIN 13-1578842 ONE PENNSYLVANIA PLAZA - SUITE 5335 · NEW YORK, NY 101190219 | Accounting | $6,869 |
M&T INVESTMENT GROUP1 year Filed as: M & T INVESTMENT GROUP Service code 68 | Soft dollars commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,427 | $80,354-98.2% | $133,980-98.9% | $63,975-97.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 2.84% | 13.11%-10.3pp | 29.30%-26.5pp | 48.65%-45.8pp |
| Employer contribution / active EE | $322 | $3,503-90.8% | $5,211-93.8% | $2,182-85.2% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $40 | $69-42.4% | $9,324-99.6% | $70-43.3% |