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.3+ years Filed as: SAVASTA AND COMPANY INC Service code 10 · EIN 13-3879959 60 BROAD STREET - 37TH FLOOR · NEW YORK, NY 10004 | Accounting | $70,299 |
SAMUEL GOLDSTEIN & CO PC3+ years Service code 10 · EIN 11-2478817 150 GREAT NECK ROAD - SUITE 202 · GREAT NECK, NY 11021 | Accounting | $17,483 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & COMPANY Service code 10 · EIN 13-1578842 ONE PENNSYLVANIA PLAZA - SUITE 5335 · NEW YORK, NY 101190219 | Accounting | $16,307 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,274-100.0% | $149,718-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 87.6%-87.6pp | 87.1%-87.1pp | 71.6%-71.6pp |
| Annual return | 12.58% | 20.36%-7.8pp | 1501.63%-1489.1pp | 20.87%-8.3pp |
| Employer contribution / active EE | $340 | $3,727-90.9% | $5,445-93.8% | $2,310-85.3% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,569-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $240-100.0% | $11,283-100.0% | $97-100.0% |