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 |
|---|---|---|
AMALGAMATED BANK1 year Service code 15 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Recordkeeping | $22,598 |
Service code 28 · EIN 13-2953844 200 BUSINESS PARK DRIVE · ARMONK, NY 10504 | Investment Management | $7,183 |
Filed as: ANTHONY M. PONTARELLI, CPA, LLC Service code 10 · EIN 32-0048632 1037 MILLCREEK DRIVE · FEASTERVILLE, PA 19053 | Accounting | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $19,246 | $63,355-69.6% | $91,989-79.1% | $72,985-73.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | -1.48% | 35.35%-36.8pp | 69.02%-70.5pp | 81.00%-82.5pp |
| Employer contribution / active EE | $887 | $2,116-58.1% | $3,452-74.3% | $2,440-63.7% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,923-100.0% | $3,607-100.0% |
| Admin fee / account holder | $406 | $4,668-91.3% | $7,743-94.8% | $5,124-92.1% |