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 INVESTMENTS4+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $298,668 |
Service code 24 · EIN 13-4994650 575 WASHINGTON BLVD 10TH FL · JERSEY CITY, NJ 07310 | Discretionary Trustee | $101,943 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 140 SYLVAN AVENUE SUITE 303 · ENGLEWOOD CLIFFS, NJ 07632 | Contract Administrator | $64,652 |
KOBGO ASSOCIATES3+ years Filed as: KOBGO ASSOCIATE INC Service code 10 · EIN 13-2751089 3 PARK AVENUE · NEW YORK, NY 10016 | Accounting | $36,197 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION FUND OF WARDROBE Service code 15 · EIN 13-6137855 545 WEST 45TH STREET · NEW YORK, NY 10036 | Recordkeeping | $25,140 |
GOULD, KOBRICK & SCHLAPP, P.C.4+ years Filed as: GOULD KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 3 PARK AVENUE SUITE 1402 · NEW YORK, NY 10016 | Accounting | $17,750 |
SPIVAK LIPTON LLP4+ years Filed as: SPIVAK LIPTON Service code 29 · EIN 13-3494495 1700 BROADWAY 21ST FL · NEW YORK, NY 10019 | Legal | $17,036 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance Broker | $5,417 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,053 | $82,546-45.4% | $140,016-67.8% | $75,289-40.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -5.08% | -0.36%-4.7pp | 651.12%-656.2pp | -0.04%-5.0pp |
| Employer contribution / active EE | $3,966 | $3,856+2.8% | $5,606-29.3% | $2,405+64.9% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $74 | $86-14.1% | $10,705-99.3% | $102-28.0% |