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 MANAGEMENT2+ years Filed as: STUYVESANT CAPITAL MANAGEMENT CORP Service code 28 · EIN 13-2953844 200 BUSINESS PARK DR · ARMONK, NY 10504 | Investment Management | $8,011 |
Filed as: MERANZE & KATZ ESQ Service code 29 · EIN 23-2943773 121 S BROAD ST · PHILADELPHIA, PA 19101 | Legal | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,187 | $58,577-70.7% | $83,333-79.4% | $64,186-73.2% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -0.83% | 9.65%-10.5pp | 10.63%-11.5pp | 7.63%-8.5pp |
| Employer contribution / active EE | $605 | $2,098-71.2% | $3,379-82.1% | $2,381-74.6% |
| Participant deferral / active EE | $0 | $4,654-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $209 | $9,275-97.7% | $7,510-97.2% | $4,888-95.7% |