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 |
|---|---|---|
STUYVESANT CAPITAL MANAGEMENT1+ years Filed as: STUYVESANT CAPITAL MANAGEMENT CORP Service code 28 · EIN 13-2953844 200 BUSINESS PARK DR · ARMONK, NY 10504 | Investment Management | $8,411 |
ANTHONY M PONTARELLI CPA LLC1+ years Service code 10 · EIN 32-0048632 1037 MILLCREEK DR · FEASTERVILLE, PA 19053 | Accounting | $5,000 |
MERANZE KATZ AND GAUDIOSO PC2+ years Filed as: MERANZE AND KATZ Service code 29 · EIN 23-2943773 121 S BROAD ST · PHILADELPHIA, PA 19101 | Legal | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,581 | $64,348-66.5% | $90,160-76.1% | $70,131-69.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 9.78% | 28.13%-18.4pp | 34.88%-25.1pp | 73.14%-63.4pp |
| Employer contribution / active EE | $805 | $2,046-60.7% | $3,318-75.7% | $2,342-65.6% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,288-100.0% | $3,332-100.0% |
| Admin fee / account holder | $244 | $3,944-93.8% | $5,943-95.9% | $4,645-94.7% |