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 |
|---|---|---|
SEIU NATIONAL INDUSTRY PENSION PLAN11+ years Service code 13 · EIN 52-6148540 | Contract Administrator | $427,638 |
PGIM INVESTMENTS7 years Filed as: PGIM REAL ESTATE Service code 19 7 GIRALDA FARMS · MADISON, NJ 07940 | Securities Custodian | $177,958 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 13-1835864 | Actuarial | $173,483 |
STATE STREET GLOBAL ADVISORS8 years Service code 28 · EIN 81-4017137 | Investment Management | $68,048 |
NATIONAL INVESTMENT SERVICES7 years Service code 28 · EIN 84-3937993 | Investment Management | $52,011 |
MARQUETTE ASSOCIATES11+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 36-3485298 | Advisory (Plan) | $48,580 |
ULLICO11+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $40,135 |
MOONEY, GREEN, SAINDON, MURPHY & WE11+ years Filed as: MOONEY GREEN SAIDON MURPHY & WELCH Service code 29 · EIN 52-1958229 | Legal | $24,000 |
CALIBRE CPA GROUP PLLC11+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $22,080 |
BAIRD INSURANCE SERVICES INC10+ years Filed as: BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $19,731 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $226,918-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 0.0%0pp |
| Annual return | 13.17% | 9.22%+4.0pp | 9.49%+3.7pp | 9.22%+4.0pp |
| Employer contribution / active EE | $4,145 | $13,567-69.4% | $29,215-85.8% | $13,567-69.4% |
| Participant deferral / active EE | $0 | $575-100.0% | $359-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $16,566-100.0% | - |