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 8-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 |
|---|---|---|
MARQUETTE ASSOCIATES2 years Service code 17 · EIN 36-3485298 180 N LASALLE STREET SUITE 3500 · CHICAGO, IL 60601 | Pension Consulting | $88,453 |
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 PO BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $61,850 |
OSULLIVAN ASSOCIATES INC.3 years Service code 22 · EIN 20-8199367 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Insurance Broker | $30,250 |
COLLERAN, O'HARA & MILLS LLP3 years Filed as: HOLM & OHARA LLP Service code 32 · EIN 10-6327580 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Real estate brokerage | $21,780 |
Service code 21 · EIN 13-6038770 270 PARK AVENUE 2ND FLOOR · NEW YORK, NY 10017 | Bank Trustee | $16,297 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 21 211 MAIN STREET - 2ND FLOOR · ANSONIA, CT 06401 | Bank Trustee | $10,891 |
Filed as: BERARD & ASSOCIATES Service code 10 · EIN 13-3774222 44 PARK AVE · SUFFERN, NY 10901 | Accounting | $10,823 |
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 | $26,894-100.0% | $362,723-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 44.9%-44.9pp | 38.2%-38.2pp | 13.0%-13.0pp |
| Annual return | 18.84% | 10.76%+8.1pp | 10.56%+8.3pp | 13.59%+5.3pp |
| Employer contribution / active EE | $33,986 | $10,184+233.7% | $30,197+12.5% | $14,592+132.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $280-100.0% | $2,168-100.0% | $29,657-100.0% |