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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $63,634 |
LAURA CABALLERO10+ years Service code 30 · EIN 36-3296789 | Employee (plan) | $60,703 |
AMY HERTZ10+ years Service code 30 · EIN 36-3296789 | Employee (plan) | $46,220 |
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 84-3937993 | Investment Management | $44,472 |
DENISE DELHAYE10+ years Filed as: DENISE LUKASZEWSKI Service code 30 · EIN 36-3296789 | Employee (plan) | $44,349 |
LANER MUCHIN10+ years Service code 29 · EIN 36-3088463 | Legal | $40,504 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $30,000 |
DOWD, BLOCH & BENNETT8 years Filed as: DOWD BLOCH & BENNETT Service code 29 · EIN 36-3371377 | Legal | $29,513 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1163419 | Investment Management | $19,056 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $15,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $111,072-100.0% | $156,263-100.0% | $102,872-100.0% |
| Participation rate | 0.0% | 80.1%-80.1pp | 78.9%-78.9pp | 73.0%-73.0pp |
| Annual return | 8.82% | 16.98%-8.2pp | 59.47%-50.6pp | 19.06%-10.2pp |
| Employer contribution / active EE | $2,317 | $4,017-42.3% | $4,333-46.5% | $3,526-34.3% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $6,158-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $14,255-100.0% | $292-100.0% |