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 |
|---|---|---|
BACHELER & COMPANY PC1 year Filed as: BACHELER & COMPANY, P.C. Service code 10 · EIN 23-2978066 400 SOUTH KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Accounting | $6,000 |
Service code 28 · EIN 13-2953844 200 BUSINESS PARK DRIVE · ARMONK, NY 10504 | Investment Management | $5,861 |
AMALGAMATED BANK2 years Service code 15 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Recordkeeping | $4,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,532 | $70,475-78.0% | $100,516-84.5% | $79,858-80.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | -13.13% | 21.90%-35.0pp | 30.89%-44.0pp | 31.71%-44.8pp |
| Employer contribution / active EE | $828 | $2,165-61.8% | $3,418-75.8% | $2,471-66.5% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $283 | $4,478-93.7% | $8,081-96.5% | $5,306-94.7% |