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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL GROUP Service code 28 · EIN 27-2698206 | Investment Management | $450,024 |
AMERICAN REALTY ADVISORS9 years Service code 28 · EIN 33-0123114 | Investment Management | $132,809 |
DRYWALL TAPERS INSURANCE FUND10+ years Service code 38 · EIN 13-3562352 | Participant Communication | $126,796 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1835864 | Actuarial | $104,800 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $85,972 |
AMAGLAMATED BANK OF NY10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $49,117 |
MARSHALL & MOSS PAYROLL COMPLIANCE10+ years Filed as: MARSHALL & MOSS,PAYROLL COMPLIANCE Service code 10 · EIN 04-3652965 | Accounting | $44,083 |
REYNOLDS CONSULTING SERVICES3 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $35,500 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $32,500 |
MARSHALL & MOSS PAYROLL COMPLIANCE10+ years Filed as: MARSHALL & MOSS, LLP Service code 10 · EIN 11-3360166 | Accounting | $18,919 |
See 1 actuary disclosure. $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.
Employer contribution per participant 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 | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.47% | 11.08%+2.4pp | 8.09%+5.4pp | 8.76%+4.7pp |
| Employer contribution / active EE | $4,589 | $13,876-66.9% | $28,732-84.0% | $16,627-72.4% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |