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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 31 WEST 52ND STREET, 23RD FLOOR · NEW YORK, NY 10019 | Investment Management | $196,597 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 06-0839113 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Actuarial | $121,221 |
JANNEY MONTGOMERY SCOTT LLC6 years Service code 28 · EIN 84-3149820 1580 US HIGHWAY 206 · BEDMINSTER, NJ 07921 | Investment Management | $117,116 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 28 · EIN 26-4310632 31 WEST 52ND STREET, 23RD FLOOR · NEW YORK, NY 10019 | Investment Management | $75,000 |
BEDERSON LLP10+ years Service code 10 · EIN 22-2978848 100 PASSAIC AVENUE · FAIRFIELD, NJ 07004 | Accounting | $63,997 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS REALTY Service code 28 · EIN 26-6910306 10 STATE HOUSE SQUARE, 15TH FLOOR · HARTFORD, CT 06103 | Investment Management | $53,178 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 15 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $29,776 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 25-6078093 ONE BOSTON PLACE 024-0241 · BOSTON, MA 02108 | Investment Management | $21,804 |
ACTUARIES UNLIMITED, INC.8 years Service code 11 · EIN 94-3654973 16030 VENTURA BLVD SUITE 320 · ENCINO, CA 91436 | Actuarial | $9,250 |
KENNETH NOWAK, ESQ.3 years Service code 16 · EIN 14-9387261 15 W. 72ND STREET APT 26-C · NEW YORK, NY 10023 | Consulting | $7,000 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 13.44% | 9.27%+4.2pp | 37.43%-24.0pp | 10.71%+2.7pp |
| Employer contribution / active EE | $7,395 | $14,139-47.7% | $38,058-80.6% | $14,986-50.7% |
| Participant deferral / active EE | $0 | $970-100.0% | $121-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |