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 BANK10+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $186,139 |
MMA SECURITIES LLC2 years Filed as: MMA ASSET MANAGEMENT LLC Service code 27 PO BOX 22139 · NEW YORK, NY 100872139 | Advisory (Plan) | $128,989 |
WILMINGTON TRUST10+ years Filed as: WILMINGTON TRUST INVESTMENT ADVISOR Service code 27 · EIN 52-1959471 | Advisory (Plan) | $63,237 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 06-0839113 | Actuarial | $62,406 |
WEAVER AND TIDWELL, LLP2 years Service code 10 · EIN 75-0786316 | Accounting | $29,998 |
THE SEGAL COMPANY3 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 | $0 | $250,061-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 13.65% | 8.76%+4.9pp | 7.82%+5.8pp | 8.76%+4.9pp |
| Employer contribution / active EE | $18,963 | $16,627+14.0% | $31,823-40.4% | $16,627+14.0% |
| Participant deferral / active EE | $759 | $888-14.5% | $365+107.9% | $888-14.5% |
| Admin fee / account holder | $0 | $0 | $18,503-100.0% | - |