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 INVESTMENTS6+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $353,287 |
Service code 24 · EIN 13-4994650 575 WASHINGTON BLVD 10TH FL · JERSEY CITY, NJ 07310 | Discretionary Trustee | $107,207 |
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 52-1590516 140 SYLVAN AVENUE SUITE 303 · ENGLEWOOD CLIFFS, NJ 07632 | Contract Administrator | $60,312 |
PENSION ASSURANCE LLP5+ years Filed as: PENSION FUND OF WARDROBE Service code 15 · EIN 13-6137855 545 WEST 45TH STREET · NEW YORK, NY 10036 | Recordkeeping | $38,448 |
GOULD, KOBRICK & SCHLAPP, P.C.6+ years Filed as: GOULD KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 | Accounting | $17,750 |
KOBGO ASSOCIATES5+ years Filed as: KOBGO ASSOCIATE INC Service code 10 · EIN 13-2751089 | Accounting | $16,564 |
SPIVAK LIPTON LLP6+ years Filed as: SPIVAK LIPTON Service code 29 · EIN 13-3494495 1700 BROADWAY 21ST FL · NEW YORK, NY 10019 | Legal | $15,254 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance Broker | $6,643 |
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 | $56,969 | $110,699-48.5% | $177,821-68.0% | $90,288-36.9% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 10.85% | 22.79%-11.9pp | 48.32%-37.5pp | 53.97%-43.1pp |
| Employer contribution / active EE | $1,863 | $4,118-54.8% | $5,918-68.5% | $2,524-26.2% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,232-100.0% |
| Admin fee / account holder | $68 | $90-24.9% | $12,427-99.5% | $114-40.8% |