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 |
|---|---|---|
O'DWYER & BERNSTEIN, LLP1+ years Filed as: O'DWYER & BERNSTEIN LLP Service code 29 · EIN 13-5286665 52 DUANE STREET · NEW YORK, NY 10007 | Legal | $26,000 |
REYNOLDS CONSULTING SERVICES1+ years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 410 JERICHO TPKE STE 304 · JERICHO, NY 11753 | Advisory (Plan) | $23,423 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 1501 BROADWAY STE 1728 · NEW YORK, NY 10036 | Actuarial | $21,913 |
FITZSIMMONS ABRAMS, LLP1+ years Service code 10 · EIN 13-2858927 59 EAST 54TH STREET · NEW YORK, NY 10022 | Accounting | $20,000 |
SCHULTE ROTH & ZABEL LLP1+ years Filed as: SCHULTE, ROTH & ZABEL, LLP Service code 29 · EIN 13-2633996 919 THIRD AVENYE · NEW YORK, NY 10022 | Legal | $15,000 |
BPAS1+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 ONE LINCOLN CENTER · SYRACUSE, NY 13202 | Actuarial | $14,500 |
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.
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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -3.61% | -1.13%-2.5pp | -0.81%-2.8pp | 2.81%-6.4pp |
| Employer contribution / active EE | $5,859 | $14,981-60.9% | $38,425-84.8% | $16,358-64.2% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |