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 |
|---|---|---|
ATALANTA SOSNOFF9 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $476,578 |
DANA INVESTMENT ADVISORS2 years Service code 28 · EIN 39-1512278 | Investment Management | $466,379 |
Filed as: STACEY BRAUN ASSOCIATES INC Service code 28 · EIN 13-2889432 | Investment Management | $410,029 |
OLD GLORY ASSET MANAGEMENT10+ years Service code 28 · EIN 90-0065134 | Investment Management | $260,422 |
MARIA BANCHS10+ years Service code 30 · EIN 13-5673836 | Employee (plan) | $119,837 |
DIANA SOLTREN10+ years Service code 30 · EIN 13-5673836 | Employee (plan) | $117,389 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $114,081 |
PITTA LLP9 years Service code 29 · EIN 26-3852082 | Legal | $113,560 |
MARC GOODMAN10+ years Service code 30 · EIN 13-5673836 | Employee (plan) | $99,781 |
THE BERWYN GROUP1 year Service code 10 · EIN 34-1672337 | Accounting | $84,847 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $226,918-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 0.0%0pp |
| Annual return | 12.29% | 9.22%+3.1pp | 9.49%+2.8pp | 9.22%+3.1pp |
| Employer contribution / active EE | $1,954 | $13,567-85.6% | $29,215-93.3% | $13,567-85.6% |
| Participant deferral / active EE | $0 | $575-100.0% | $359-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $16,566-100.0% | - |