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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE BANK NA Service code 28 · EIN 13-3200244 | Investment Management | $519,021 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $81,443 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $75,500 |
SPIVAK LIPTON LLP3+ years Service code 29 · EIN 13-2841050 | Legal | $69,176 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS,INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,000 |
KMR LLP3+ years Service code 10 · EIN 27-3959222 432 PARK AVE SOUTH · NEW YORK, NY 10016 | Accounting | $30,735 |
ADP BROKER-DEALER2 years Filed as: ADP INC Service code 15 · EIN 22-3006057 | Recordkeeping | $10,323 |
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 | $33,587-100.0% | $600,826-100.0% | $33,587-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 100.0%-100.0pp | 24.3%-24.3pp |
| Annual return | 5.90% | -0.38%+6.3pp | 3.25%+2.7pp | -0.38%+6.3pp |
| Employer contribution / active EE | $7,915 | $6,100+29.8% | $24,244-67.4% | $6,100+29.8% |
| Participant deferral / active EE | $0 | $2,584-100.0% | $5,090-100.0% | $2,584-100.0% |
| Admin fee / account holder | $0 | $0 | $44-100.0% | - |