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 INVESTMENTS5+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $330,829 |
Service code 24 · EIN 13-4994650 575 WASHINGTON BLVD 10TH FL · JERSEY CITY, NJ 07310 | Discretionary Trustee | $107,691 |
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 140 SYLVAN AVENUE SUITE 303 · ENGLEWOOD CLIFFS, NJ 07632 | Contract Administrator | $66,592 |
KOBGO ASSOCIATES4+ years Filed as: KOBGO ASSOCIATE INC Service code 10 · EIN 13-2751089 3 PARK AVENUE · NEW YORK, NY 10016 | Accounting | $28,794 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION FUND OF WARDROBE Service code 15 · EIN 13-6137855 545 WEST 45TH STREET · NEW YORK, NY 10036 | Recordkeeping | $22,655 |
SPIVAK LIPTON LLP5+ years Filed as: SPIVAK LIPTON Service code 29 · EIN 13-3494495 1700 BROADWAY 21ST FL · NEW YORK, NY 10019 | Legal | $18,576 |
GOULD, KOBRICK & SCHLAPP, P.C.5+ 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 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance Broker | $4,928 |
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 | $51,032 | $95,776-46.7% | $162,163-68.5% | $77,787-34.4% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 15.93% | 37.03%-21.1pp | 115.59%-99.7pp | 32.57%-16.6pp |
| Employer contribution / active EE | $4,150 | $3,874+7.1% | $5,614-26.1% | $2,504+65.7% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $69 | $88-21.8% | $10,843-99.4% | $100-31.4% |