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 |
|---|---|---|
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 1111 SUPERIOR AVENUE · CLEVELAND, OH 44114 | Advisory (Plan) | $215,000 |
Service code 13 · EIN 34-1217340 | Contract Administrator | $180,958 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $119,399 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $91,067 |
ANCORA ADVISORS10+ years Service code 28 6060 PARK BLVD, STE 200 · CLEVELAND, OH 44124 | Investment Management | $79,557 |
THE SEGAL COMPANY10+ years Service code 11 1111 SUPERIOR AVENUE · CLEVELAND, OH 44114 | Actuarial | $70,780 |
STATE STREET GLOBAL ADVISORS10+ years Service code 28 ONE IRON STREET · BOSTON, MA 02210 | Investment Management | $66,645 |
NEUBERGER BERMAN4 years Filed as: NEUBERGER BERMAN INVESTMENT ADVISOR Service code 28 1290 AVE OF THE AMERICAS · NEW YORK, NY 10104 | Investment Management | $60,058 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL TRUST COMPANY Service code 28 655 BROAD ST 6TH FLOOR · NEWARK, NJ 07102 | Investment Management | $44,538 |
YURCHYK & DAVIS CPA'S, INC.3 years Service code 10 · EIN 34-1638235 | Accounting | $23,900 |
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.
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 8.77% | 10.50%-1.7pp | 9.65%-0.9pp | 9.22%-0.5pp |
| Employer contribution / active EE | $18,878 | $14,720+28.3% | $26,259-28.1% | $13,567+39.2% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |