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 |
|---|---|---|
PROSKAUER ROSE LLP5 years Service code 29 · EIN 13-1840454 | Legal | $45,058 |
FITZSIMMONS ABRAMS, LLP5 years Service code 10 · EIN 13-2858927 | Accounting | $44,883 |
ALEX A. BONILLA5 years Service code 30 · EIN 13-6179359 | Direct payment from the plan; Employe... | $32,444 |
REYNOLDS CONSULTING SERVICES6+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $30,342 |
COHEN & STEERS3 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $26,017 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $23,000 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $12,000 |
NATHAN & BERNSTEIN CPA'S, PC4 years Service code 10 224 FRANKLIN STREET 19 · HEWLETT, NY 11557 | Accounting | $6,034 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,005 | $81,719+81.1% | $101,248+46.2% | $90,288+63.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 12.52% | 337.64%-325.1pp | 46.47%-34.0pp | 53.97%-41.5pp |
| Employer contribution / active EE | $6,486 | $3,622+79.0% | $3,660+77.2% | $2,524+156.9% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $265 | $162+63.4% | $5,945-95.6% | $114+132.0% |