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 |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $34,657 |
Service code 15 · EIN 16-0834222 8803 NIAGARA FALLS BLVD. · NIAGARA FALLS, NY 14304 | Recordkeeping | $24,159 |
Service code 10 · EIN 16-1468002 45 BRYANT WOODS N · AMHERST, NY 14228 | Accounting | $13,300 |
WILMINGTON TRUST1 year Service code 28 · EIN 16-1486454 | Investment Management | $5,443 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $79,523-100.0% | $140,016-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 87.5%-87.5pp | 69.9%-69.9pp |
| Annual return | -3.86% | 2.39%-6.2pp | 651.12%-655.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $2,142 | $3,350-36.1% | $5,606-61.8% | $2,111+1.5% |
| Participant deferral / active EE | $2,585 | $5,129-49.6% | $6,927-62.7% | $3,350-22.8% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |