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 LLC4+ years Filed as: JP MORGAN CHASE BANK NA Service code 28 · EIN 13-3200244 | Investment Management | $457,624 |
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 | Legal | $61,392 |
SPIVAK LIPTON LLP4+ years Service code 29 · EIN 13-2841050 | Legal | $59,088 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $56,733 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS,INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
KMR LLP4+ years Service code 10 · EIN 27-3959222 432 PARK AVE SOUTH · NEW YORK, NY 10016 | Accounting | $25,750 |
COMERICA BANK1 year Filed as: COMERICA Service code 28 · EIN 42-1741646 | Investment Management | $24,145 |
Filed as: NB CROSSROADS FUND XXII PLAN ASSETS Service code 28 · EIN 82-1416879 | Investment Management | $13,022 |
ADP BROKER-DEALER3 years Filed as: ADP INC Service code 15 · EIN 22-3006057 | Recordkeeping | $10,302 |
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.
Annual investment return 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 | $465,589-100.0% | $1,118,625-100.0% | $465,589-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 100.0%-100.0pp | 20.0%-20.0pp |
| Annual return | 3.03% | 11.59%-8.6pp | 64.20%-61.2pp | 11.59%-8.6pp |
| Employer contribution / active EE | $8,624 | $10,732-19.6% | $23,670-63.6% | $10,732-19.6% |
| Participant deferral / active EE | $0 | $1,693-100.0% | $10,324-100.0% | $1,693-100.0% |
| Admin fee / account holder | $0 | $1,829-100.0% | $27,347-100.0% | $1,829-100.0% |