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.6+ years Filed as: SAVASTA AND COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $47,700 |
ATALANTA SOSNOFF6+ years Filed as: ATALANTA AND SOSNOFF Service code 28 · EIN 20-5150276 | Investment Management | $40,621 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $27,720 |
Service code 29 · EIN 41-2043615 | Legal | $19,643 |
QUAN-VEST CONSULTANTS, INC.3 years Filed as: QUAN-VEST CONSULTANT Service code 27 · EIN 11-2559669 | Advisory (Plan) | $16,500 |
MADON MALIN PC6+ years Filed as: MADON MALIN, PC Service code 29 · EIN 13-3509284 | Legal | $7,000 |
AMALGAMATED BANK6+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $6,748 |
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 | $409,661-100.0% | $229,060-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 27.3%-27.3pp | 1.7%-1.7pp |
| Annual return | 16.82% | 627.08%-610.3pp | 7.48%+9.3pp | 627.08%-610.3pp |
| Employer contribution / active EE | $5,231 | $18,824-72.2% | $39,603-86.8% | $18,824-72.2% |
| Participant deferral / active EE | $0 | $418-100.0% | $172-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,197-100.0% | $1,923-100.0% |