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 |
|---|---|---|
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $329,314 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL Service code 28 · EIN 80-0790681 | Investment Management | $319,735 |
ANDCO CONSULTING8 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $275,000 |
IFM INVESTORS PTY LTD2 years Filed as: IFM INVESTORS PTY LTD. Service code 28 | Investment Management | $131,691 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $127,217 |
SLEVIN & HART, P.C.9+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $84,377 |
LOOMIS SAYLES8 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $51,275 |
GORFINE SCHILLER & GARDYN PA9+ years Service code 10 · EIN 52-1231901 | Accounting | $48,000 |
Service code 28 · EIN 36-1561860 | Investment Management | $46,060 |
IOMM&P9+ years Service code 14 · EIN 13-6020335 | Plan Administrator | $45,573 |
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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 8.45% | 724.96%-716.5pp | 78.53%-70.1pp | 37.74%-29.3pp |
| Employer contribution / active EE | $19,633 | $14,638+34.1% | $31,628-37.9% | $15,781+24.4% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |