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 |
|---|---|---|
SAVASTA AND COMPANY, INC.5+ years Filed as: SAVASTA AND COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $43,500 |
ATALANTA SOSNOFF5+ years Filed as: ATALANTA AND SOSNOFF Service code 28 · EIN 20-0461050 | Investment Management | $37,038 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $26,120 |
QUAN-VEST CONSULTANTS, INC.2 years Filed as: QUAN-VEST CONSULTANT Service code 27 · EIN 11-2559669 | Advisory (Plan) | $16,500 |
Service code 29 · EIN 41-2043615 | Legal | $10,730 |
MADON MALIN PC5+ years Filed as: MADON MALIN, PC Service code 29 · EIN 13-3509284 | Legal | $7,000 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $6,427 |
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.
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 | $46,244-100.0% | $192,455-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 27.6%-27.6pp | 2.8%-2.8pp |
| Annual return | 17.97% | 16.32%+1.7pp | 50.81%-32.8pp | 16.32%+1.7pp |
| Employer contribution / active EE | $5,325 | $17,007-68.7% | $42,739-87.5% | $17,007-68.7% |
| Participant deferral / active EE | $0 | $406-100.0% | $90-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,268-100.0% | $127-100.0% |