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 |
|---|---|---|
ATALANTA SOSNOFF1+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 27 · EIN 20-0461050 | Advisory (Plan) | $33,764 |
GCIU LOCAL 612M1+ years Service code 13 · EIN 22-2873827 | Contract Administrator | $25,200 |
COMERICA BANK1+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $17,582 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 123 PREAKNESS DR · MOUNT LAUREL, NJ 08054 | Actuarial | $13,500 |
ORANSKY SCARAGGI & BORG P.C.1+ years Service code 29 · EIN 22-3522685 | Legal | $12,000 |
WASILEWSKI & KEATING PC1+ years Service code 10 · EIN 22-2676761 | Accounting | $7,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 0.84% | 4.80%-4.0pp | 7.98%-7.1pp | 4.56%-3.7pp |
| Employer contribution / active EE | $1,627 | $12,906-87.4% | $23,724-93.1% | $15,526-89.5% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |