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 |
|---|---|---|
AMALGAMATED BANK9+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $166,535 |
MMA SECURITIES LLC1 year Filed as: MMA ASSET MANAGEMENT LLC Service code 27 PO BOX 22139 · NEW YORK, NY 100872139 | Advisory (Plan) | $84,253 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 06-0839113 | Actuarial | $65,541 |
WILMINGTON TRUST9+ years Filed as: WILMINGTON TRUST INVESTMENT ADVISOR Service code 27 · EIN 52-1959471 | Advisory (Plan) | $55,244 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $26,000 |
Filed as: STROOK, STROOK AND LAVAN Service code 29 · EIN 13-5539787 | Legal | $7,722 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0614919 | Insurance services | $0 |
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.
Participant contribution per participant 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 | $3,299,877-100.0% | $186,774-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 55.8%-55.8pp | 2.3%-2.3pp |
| Annual return | 15.74% | 37.74%-22.0pp | 7.78%+8.0pp | 37.74%-22.0pp |
| Employer contribution / active EE | $17,910 | $15,781+13.5% | $32,517-44.9% | $15,781+13.5% |
| Participant deferral / active EE | $718 | $732-2.0% | $504+42.4% | $732-2.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $3,044-100.0% | $9,287-100.0% |