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, LLC7 years Service code 28 · EIN 26-1429809 | Investment Management | $270,642 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $196,123 |
TINEO GUILLERMO1 year Service code 30 · EIN 22-3095464 | Direct payment from the plan; Employe... | $124,343 |
PRECIOSA LAVRADOR10+ years Service code 30 · EIN 22-3095464 | Direct payment from the plan; Employe... | $98,532 |
OXFELD COHEN PC8 years Service code 29 · EIN 01-0725849 | Legal | $92,132 |
BRIAN FREEMAN4 years Filed as: BRIAN D. SULLIVAN LAW OFFICE Service code 29 17 CHESTNUT DRIVE · CHESTER, NJ 07930 | Legal | $90,000 |
ANA SILVA10+ years Service code 30 · EIN 22-3095464 | Direct payment from the plan; Employe... | $89,702 |
NOVAK FRANCELLA LLC9 years Service code 10 · EIN 61-1436956 | Accounting | $89,622 |
ELISA LOMBARDOZZI10+ years Service code 30 · EIN 22-3095464 | Employee (plan); Direct payment from ... | $63,735 |
PRIYANKA PATEL2 years Service code 30 · EIN 22-3095464 | Employee (plan); Direct payment from ... | $57,051 |
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 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 7.26% | 5.48%+1.8pp | 9.84%-2.6pp | 9.30%-2.0pp |
| Employer contribution / active EE | $4,598 | $9,127-49.6% | $30,320-84.8% | $12,557-63.4% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |