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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $331,376 |
FRIEDMAN & ANSPACH3+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $224,923 |
GOLDMAN SACHS3+ years Filed as: SIEZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $102,609 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $100,012 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $98,679 |
KATIA A. PETTINATO3+ years Filed as: KATIA A PETTINATO Service code 30 · EIN 13-6637826 | Employee (plan); Direct payment from ... | $94,888 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $78,861 |
US BANK1 year Service code 19 · EIN 31-0841368 | Securities Custodian | $72,310 |
THE SEGAL COMPANY2+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,000 |
ELENA SHTABEL3+ years Service code 30 · EIN 13-6637826 | Direct payment from the plan; Employe... | $67,805 |
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 | $1,723,788-100.0% | $451,207-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 35.0%-35.0pp | 1.9%-1.9pp |
| Annual return | 10.95% | 23.90%-12.9pp | 8.77%+2.2pp | 23.90%-12.9pp |
| Employer contribution / active EE | $14,890 | $16,539-10.0% | $36,356-59.0% | $16,539-10.0% |
| Participant deferral / active EE | $0 | $350-100.0% | $68-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $3,635-100.0% | $18,975-100.0% |