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 ASSOCIATES4 years Service code 17 · EIN 36-3485298 180 N LASALLE STREET SUITE 3500 · CHICAGO, IL 60601 | Pension Consulting | $102,751 |
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 PO BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $65,568 |
OSULLIVAN ASSOCIATES INC.5 years Service code 22 · EIN 20-8199367 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Insurance Broker | $31,800 |
COLLERAN, O'HARA & MILLS LLP5 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 | $21,914 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO Service code 21 211 MAIN STREET - 2ND FLOOR · ANSONIA, CT 06401 | Bank Trustee | $13,236 |
Filed as: BERARD & ASSOCIATES Service code 10 · EIN 13-3774222 44 PARK AVE · SUFFERN, NY 10901 | Accounting | $10,528 |
Service code 21 · EIN 13-6038770 270 PARK AVENUE 2ND FLOOR · NEW YORK, NY 10017 | Bank Trustee | $7,227 |
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 | $60,528-100.0% | $201,582-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 23.6%-23.6pp | 8.4%-8.4pp |
| Annual return | 13.08% | 12.40%+0.7pp | 11.08%+2.0pp | 18.34%-5.3pp |
| Employer contribution / active EE | $19,275 | $8,936+115.7% | $28,409-32.2% | $14,665+31.4% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $658-100.0% | $6,559-100.0% | $9,141-100.0% |