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 |
|---|---|---|
Filed as: PRINCIPAL BANK Service code 15 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $326,135 |
JANNEY MONTGOMERY SCOTT LLC2 years Service code 28 · EIN 84-3149820 1580 US HIGHWAY 206 · BEDMINSTER, NJ 07921 | Investment Management | $190,718 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 06-0839113 66 HUDSON BLVD E 20TH FLOOR · NEW YORK, NY 100012192 | Actuarial | $146,233 |
BEDERSON LLP10+ years Service code 10 · EIN 22-2978848 100 PASSAIC AVENUE · FAIRFIELD, NJ 07052 | Accounting | $85,922 |
KEN RYAN2 years Filed as: KEN NOWAK, ESQ Service code 29 · EIN 14-9387261 15 W, 72ND STREET · NEW YORK, NY 10023 | Legal | $24,000 |
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 | $284,260-100.0% | $284,260-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 22.7%-22.7pp | 15.3%-15.3pp | 39.2%-39.2pp |
| Annual return | 7.11% | 44.00%-36.9pp | 37.43%-30.3pp | 13.91%-6.8pp |
| Employer contribution / active EE | $7,631 | $42,786-82.2% | $38,058-79.9% | $35,282-78.4% |
| Participant deferral / active EE | $0 | $125-100.0% | $121-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $266,169-100.0% | $266,169-100.0% | $41,846-100.0% |