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 |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $259,576 |
Service code 24 · EIN 13-4994650 575 WASHINGTON BLVD 10TH FL · JERSEY CITY, NJ 07310 | Discretionary Trustee | $97,952 |
Service code 13 · EIN 52-1590516 140 SYLVAN AVENUE SUITE 303 · ENGLEWOOD CLIFFS, NJ 07632 | Contract Administrator | $75,580 |
KOBGO ASSOCIATES2+ years Filed as: KOBGO ASSOCIATE INC Service code 10 · EIN 13-2751089 3 PARK AVENUE · NEW YORK, NY 10016 | Accounting | $36,023 |
SPIVAK LIPTON LLP3+ years Filed as: SPIVAK LIPTON Service code 29 · EIN 13-3494495 1700 BROADWAY 21ST FL · NEW YORK, NY 10019 | Legal | $33,084 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION FUND OF WARDROBE Service code 15 · EIN 13-6137855 545 WEST 45TH STREET · NEW YORK, NY 10036 | Recordkeeping | $30,670 |
GOULD, KOBRICK & SCHLAPP, P.C.3+ years Filed as: GOULD KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 3 PARK AVENUE SUITE 1402 · NEW YORK, NY 10016 | Accounting | $18,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,437 | $89,274-49.1% | $149,718-69.7% | $77,958-41.7% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 13.81% | 20.36%-6.5pp | 1501.63%-1487.8pp | 20.87%-7.1pp |
| Employer contribution / active EE | $3,746 | $3,727+0.5% | $5,445-31.2% | $2,310+62.1% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,569-100.0% | $3,537-100.0% |
| Admin fee / account holder | $83 | $240-65.5% | $11,283-99.3% | $97-15.0% |