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 |
|---|---|---|
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $36,400 |
THE SEGAL COMPANY3+ years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 36-3555078 | Pension Consulting | $12,000 |
AMALGAMATED BANK4+ years Service code 19 · EIN 36-6228122 | Securities Custodian | $11,097 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $6,800 |
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 | $160,548-100.0% | $145,218-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 23.9%-23.9pp | 20.5%-20.5pp | 46.4%-46.4pp |
| Annual return | -3.11% | -0.62%-2.5pp | -0.67%-2.4pp | -82.66%+79.6pp |
| Employer contribution / active EE | $36,952 | $37,810-2.3% | $31,731+16.5% | $43,769-15.6% |
| Participant deferral / active EE | $0 | $456-100.0% | $473-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $36,086-100.0% | $28,383-100.0% | $11,204-100.0% |