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 |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPTIAL MANAGEMENT Service code 28 · EIN 80-0618452 | Investment Management | $109,073 |
GINA GILSDORF1+ years Filed as: GINA MARAVIGLIA Service code 30 · EIN 36-2131365 | Employee (plan) | $65,431 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE CONSULTING Service code 16 · EIN 13-2919773 | Consulting | $30,000 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $27,000 |
HARTMAN & ASSOCIATES1+ years Service code 11 · EIN 38-3951802 | Actuarial | $25,562 |
ASHER, GITTLER & D'ALBA, LTD.1+ years Filed as: ASHER,GITTLER,D'ALBA Service code 29 · EIN 36-2786883 | Legal | $17,034 |
AMALGAMATED BANK1+ years Filed as: AMALGATRUST Service code 19 · EIN 32-6228122 | Securities Custodian | $13,761 |
ROTHSCHILD, BARRY & MYERS1+ years Service code 29 · EIN 36-2226355 | Legal | $13,594 |
THE LONDON COMPANY1+ years Service code 28 · EIN 90-0824693 | Investment Management | $12,372 |
SEGALL BRYANT & HAMILL1+ years Service code 28 · EIN 41-1788385 | Investment Management | $11,613 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,695-100.0% | $111,575-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 8.4%-8.4pp | 12.6%-12.6pp |
| Annual return | -5.29% | 4.40%-9.7pp | 18.87%-24.2pp | 4.56%-9.8pp |
| Employer contribution / active EE | $1,903 | $10,694-82.2% | $19,828-90.4% | $15,526-87.7% |
| Participant deferral / active EE | $0 | $30-100.0% | $68-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $262-100.0% | $1,711-100.0% |