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 |
|---|---|---|
NEPC, LLC6 years Service code 28 · EIN 26-1429809 | Investment Management | $276,242 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $127,660 |
US BANK2 years Service code 19 · EIN 31-0841368 | Securities Custodian | $95,555 |
PRECIOSA LAVRADOR9+ years Service code 30 · EIN 22-3095464 | Direct payment from the plan; Employe... | $93,297 |
ANA SILVA9+ years Service code 30 · EIN 22-3095464 | Employee (plan); Direct payment from ... | $87,750 |
OXFELD COHEN PC7 years Service code 29 · EIN 01-0725849 | Legal | $76,404 |
BRIAN FREEMAN3 years Filed as: BRIAN D. SULLIVAN LAW OFFICE Service code 29 17 CHESTNUT DRIVE · CHESTER, NJ 07930 | Legal | $75,600 |
Service code 28 · EIN 20-0626809 | Investment Management | $70,802 |
NOVAK FRANCELLA LLC8 years Service code 10 · EIN 61-1436956 | Accounting | $59,785 |
ELISA LOMBARDOZZI9+ years Service code 30 · EIN 22-3095464 | Employee (plan); Direct payment from ... | $59,714 |
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 | $13,363-100.0% | $250,986-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.6%-50.6pp | 2.2%-2.2pp |
| Annual return | 9.16% | 9.71%-0.5pp | 32.30%-23.1pp | 9.11%+0.1pp |
| Employer contribution / active EE | $4,564 | $7,317-37.6% | $33,955-86.6% | $12,231-62.7% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |