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 Service code 27 · EIN 13-2953844 | Advisory (Plan) | $37,325 |
PATH ADMINISTRATORS2+ years Service code 14 · EIN 46-1226464 | Plan Administrator | $30,000 |
THE MCKEOGH COMPANY2+ years Service code 11 · EIN 23-3003375 | Actuarial | $20,001 |
Filed as: MCGRAIL MERKEL QUINN & ASSOC. P.C. Service code 10 · EIN 23-2226550 | Accounting | $9,500 |
JACOBY DONNER, P.C.2+ years Filed as: JACOBY DONNER, PC Service code 29 · EIN 23-2220388 | Legal | $9,000 |
MERANZE KATZ AND GAUDIOSO PC2+ years Filed as: MERANZE & KATZ Service code 29 · EIN 23-1496747 | Legal | $9,000 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,022 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 4.83% | 11.78%-7.0pp | 8.32%-3.5pp | 23.90%-19.1pp |
| Employer contribution / active EE | $2,583 | $11,309-77.2% | $30,793-91.6% | $16,539-84.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |