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 |
|---|---|---|
Service code 13 · EIN 52-0815348 | Contract Administrator | $509,848 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $189,186 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 36-3485298 | Advisory (Plan) | $44,673 |
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $32,311 |
SALTER & COMPANY, LLC1+ years Filed as: SALTER & COMPANY Service code 10 | Accounting | $28,949 |
ULLICO2+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $26,412 |
Filed as: MOONEY GREEN SAIDON MURPHY & WELCH Service code 29 · EIN 52-1958229 | Legal | $24,023 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $22,110 |
PARTNERSHIP STRATEGIES, LLC1+ years Filed as: SF PARTNERSHIP Service code 10 | Accounting | $15,436 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $14,315 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 7.49% | 4.82%+2.7pp | 3.97%+3.5pp | 7.18%+0.3pp |
| Employer contribution / active EE | $18,117 | $12,725+42.4% | $28,168-35.7% | $13,095+38.4% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |