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.6+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $33,254 |
AMALGAMATED BANK6+ years Service code 19 · EIN 36-6228122 | Securities Custodian | $12,683 |
THE SEGAL COMPANY5+ years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $12,000 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $7,500 |
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.
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 | $274,636-100.0% | $247,190-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.2%-15.2pp | 43.0%-43.0pp |
| Annual return | 13.00% | 7.44%+5.6pp | 7.87%+5.1pp | 259.13%-246.1pp |
| Employer contribution / active EE | $47,619 | $36,953+28.9% | $31,768+49.9% | $41,469+14.8% |
| Participant deferral / active EE | $0 | $171-100.0% | $241-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $288,252-100.0% | $240,514-100.0% | $21,546-100.0% |