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 |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Service code 28 100 MADISON STREET MD 36-7 · SYRACUSE, NY 13202 | Investment Management | $29,740 |
PENSERV PLAN SERVICES, INC.8+ years Filed as: PENSERV PLAN SERVICES Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $17,248 |
LT TRUST COMPANY2 years Filed as: MG TRUST COMPANY, LLC Service code 19 · EIN 75-3182674 | Securities Custodian | $7,815 |
THE SEGAL COMPANY6 years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 ONE PENNSYLVANIA PLAZA, SUITE 3200 · NEW YORK, NY 10119 | Accounting | $5,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,963 | $74,188-20.5% | $115,756-49.1% | $64,808-9.0% |
| Participation rate | 59.1% | 76.2%-17.1pp | 77.1%-18.0pp | 71.5%-12.4pp |
| Annual return | -6.60% | -11.81%+5.2pp | 143.14%-149.7pp | 32.82%-39.4pp |
| Employer contribution / active EE | $697 | $3,365-79.3% | $3,793-81.6% | $2,506-72.2% |
| Participant deferral / active EE | $3,654 | $5,294-31.0% | $6,254-41.6% | $4,310-15.2% |
| Admin fee / account holder | $217 | $148+46.1% | $8,124-97.3% | $188+15.4% |